Capital Asset Advisory Services’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,288
Closed -$289K 613
2021
Q4
$289K Sell
1,288
-36
-3% -$8.08K 0.03% 330
2021
Q3
$314K Buy
1,324
+23
+2% +$5.46K 0.04% 329
2021
Q2
$318K Buy
1,301
+271
+26% +$66.2K 0.03% 353
2021
Q1
$227K Buy
1,030
+1,026
+25,650% +$226K 0.03% 394
2020
Q4
$1K Buy
+4
New +$1K ﹤0.01% 1530