Confluence Wealth 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	-26	Closed	-$5K	–	866
2021 Q4	$5K	Buy	+26	New	+$5K	﹤0.01%	1055