Crewe Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2
| Closed | -$139 | – | 823 |
|
|
2023
Q2 | $139 | Sell |
2
-65
| -97% | -$4.52K | ﹤0.01% | 786 |
|
|
2023
Q1 | $5.78K | Sell |
67
-23
| -26% | -$1.98K | ﹤0.01% | 617 |
|
|
2022
Q4 | $6.15K | Sell |
90
-14
| -13% | -$957 | ﹤0.01% | 638 |
|
|
2022
Q3 | $6K | Buy |
104
+14
| +16% | +$808 | ﹤0.01% | 808 |
|
|
2022
Q2 | $8K | Buy |
+90
| New | +$8K | ﹤0.01% | 666 |
|
|
2021
Q4 | – | Sell |
-5
| Closed | -$1K | – | 445 |
|
|
2021
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 382 |
|
|
2021
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 445 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 433 |
|
|
2020
Q3 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 598 |
|