Blue Bell Private Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-71
| Closed | -$7.47K | – | 753 |
|
|
2025
Q1 | $7.47K | Buy |
+71
| New | +$7.47K | ﹤0.01% | 539 |
|
|
2022
Q4 | – | Sell |
-20
| Closed | -$1K | – | 721 |
|
|
2022
Q3 | $1K | Sell |
20
-3
| -13% | -$150 | ﹤0.01% | 690 |
|
|
2022
Q2 | $2K | Sell |
23
-20
| -47% | -$1.74K | ﹤0.01% | 640 |
|
|
2022
Q1 | $6K | Sell |
43
-20
| -32% | -$2.79K | ﹤0.01% | 522 |
|
|
2021
Q4 | $14K | Buy |
+63
| New | +$14K | ﹤0.01% | 346 |
|