Concord Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-54
| Closed | -$4.4K | – | 964 |
|
|
2023
Q3 | $4.4K | Buy |
+54
| New | +$4.4K | ﹤0.01% | 741 |
|
|
2022
Q3 | – | Sell |
-3
| Closed | – | – | 812 |
|
|
2022
Q2 | $0 | Sell |
3
-38
| -93% | – | ﹤0.01% | 1333 |
|
|
2022
Q1 | $6K | Sell |
41
-52
| -56% | -$7.61K | ﹤0.01% | 877 |
|
|
2021
Q4 | $21K | Buy |
93
+66
| +244% | +$14.9K | 0.01% | 633 |
|
|
2021
Q3 | $6K | Buy |
27
+7
| +35% | +$1.56K | ﹤0.01% | 559 |
|
|
2021
Q2 | $5K | Buy |
+20
| New | +$5K | ﹤0.01% | 737 |
|