Baystate 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
Q4 | $317 | Buy |
3
+2
| +200% | +$211 | ﹤0.01% | 1236 |
|
|
2023
Q3 | $82 | Buy |
+1
| New | +$82 | ﹤0.01% | 1006 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 980 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 991 |
|
|
2021
Q3 | – | Sell |
-23
| Closed | -$6K | – | 889 |
|
|
2021
Q2 | $6K | Hold |
23
| – | – | ﹤0.01% | 562 |
|
|
2021
Q1 | $5K | Hold |
23
| – | – | ﹤0.01% | 519 |
|
|
2020
Q4 | $6K | Buy |
23
+9
| +64% | +$2.35K | ﹤0.01% | 479 |
|
|
2020
Q3 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 503 |
|