Dakota Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,511
| Closed | -$359K | – | 392 |
|
|
2021
Q3 | $359K | Buy |
1,511
+683
| +82% | +$162K | 0.04% | 261 |
|
|
2021
Q2 | $203K | Buy |
+828
| New | +$203K | 0.02% | 306 |
|
|
2021
Q1 | – | Sell |
-2,223
| Closed | -$565K | – | 337 |
|
|
2020
Q4 | $565K | Buy |
+2,223
| New | +$565K | 0.07% | 198 |
|