Baker Tilly Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,243
| Closed | -$235K | – | 373 |
|
|
2024
Q1 | $235K | Hold |
2,243
| – | – | 0.04% | 384 |
|
|
2023
Q4 | $203K | Buy |
+2,243
| New | +$203K | 0.03% | 451 |
|
|
2022
Q1 | – | Sell |
-994
| Closed | -$223K | – | 551 |
|
|
2021
Q4 | $223K | Buy |
994
+22
| +2% | +$4.94K | 0.02% | 487 |
|
|
2021
Q3 | $231K | Buy |
972
+36
| +4% | +$8.56K | 0.03% | 461 |
|
|
2021
Q2 | $229K | Buy |
+936
| New | +$229K | 0.04% | 453 |
|