B. Riley Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $7.07K | Buy |
2,269
+26
| +1% | +$81 | 0.01% | 133 |
|
|
2022
Q1 | $339K | Sell |
2,243
-345
| -13% | -$52.1K | 0.03% | 423 |
|
|
2021
Q4 | $580K | Sell |
2,588
-126
| -5% | -$28.2K | 0.04% | 311 |
|
|
2021
Q3 | $644K | Buy |
+2,714
| New | +$644K | 0.05% | 289 |
|
|
2020
Q3 | – | Sell |
-1,292
| Closed | -$259K | – | 498 |
|
|
2020
Q2 | $259K | Buy |
+1,292
| New | +$259K | 0.03% | 328 |
|
|
2019
Q3 | – | Sell |
-3,492
| Closed | -$431 | – | 419 |
|
|
2019
Q2 | $431 | Sell |
3,492
-1,515
| -30% | -$187 | 0.07% | 226 |
|
|
2019
Q1 | $414K | Buy |
+5,007
| New | +$414K | 0.07% | 237 |
|