Bartlett & Co Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$1.73K | – | 1197 |
|
|
2023
Q2 | $1.73K | Hold |
25
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q1 | $2.16K | Hold |
25
| – | – | ﹤0.01% | 975 |
|
|
2022
Q4 | $1.71K | Hold |
25
| – | – | ﹤0.01% | 1026 |
|
|
2022
Q3 | $1.42K | Hold |
25
| – | – | ﹤0.01% | 1090 |
|
|
2022
Q2 | $2.26K | Buy |
+25
| New | +$2.26K | ﹤0.01% | 1163 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | -$489 | – | 1033 |
|
|
2021
Q2 | $489 | Hold |
2
| – | – | ﹤0.01% | 1026 |
|
|
2021
Q1 | $441 | Hold |
2
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q4 | $509 | Buy |
+2
| New | +$509 | ﹤0.01% | 1148 |
|