BerganKDV 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
Q2 | $1.11K | Sell |
16
-9
| -36% | -$624 | ﹤0.01% | 746 |
|
|
2023
Q1 | $2.16K | Hold |
25
| – | – | ﹤0.01% | 819 |
|
|
2022
Q4 | $1.71K | Buy |
25
+16
| +178% | +$1.09K | ﹤0.01% | 820 |
|
|
2022
Q3 | $1K | Sell |
9
-23
| -72% | -$2.56K | ﹤0.01% | 913 |
|
|
2022
Q2 | $3K | Buy |
32
+4
| +14% | +$375 | ﹤0.01% | 781 |
|
|
2022
Q1 | $4K | Hold |
28
| – | – | ﹤0.01% | 764 |
|
|
2021
Q4 | $6K | Hold |
28
| – | – | ﹤0.01% | 759 |
|
|
2021
Q3 | $7K | Sell |
28
-50
| -64% | -$12.5K | ﹤0.01% | 700 |
|
|
2021
Q2 | $19K | Hold |
78
| – | – | ﹤0.01% | 528 |
|
|
2021
Q1 | $17K | Hold |
78
| – | – | ﹤0.01% | 508 |
|
|
2020
Q4 | $20K | Hold |
78
| – | – | ﹤0.01% | 477 |
|
|
2020
Q3 | $17K | Hold |
78
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $16K | Sell |
78
-13
| -14% | -$2.67K | ﹤0.01% | 481 |
|
|
2020
Q1 | $11K | Hold |
91
| – | – | ﹤0.01% | 481 |
|
|
2019
Q4 | $10K | Buy |
+91
| New | +$10K | ﹤0.01% | 529 |
|