Claro Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-895
| Closed | -$201K | – | 305 |
|
|
2022
Q1 | $201K | Hold |
895
| – | – | 0.07% | 267 |
|
|
2021
Q4 | $201K | Sell |
895
-97
| -10% | -$21.8K | 0.07% | 267 |
|
|
2021
Q3 | $235K | Buy |
992
+128
| +15% | +$30.3K | 0.1% | 213 |
|
|
2021
Q2 | $211K | Buy |
+864
| New | +$211K | 0.1% | 219 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$4K | – | 686 |
|
|
2018
Q4 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 821 |
|