Disciplined Investments’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 |
-10
| Closed | -$694 | – | 1102 |
|
|
2023
Q2 | $694 | Buy |
10
+4
| +67% | +$278 | ﹤0.01% | 1108 |
|
|
2023
Q1 | $517 | Hold |
6
| – | – | ﹤0.01% | 1215 |
|
|
2022
Q4 | $410 | Buy |
6
+4
| +200% | +$273 | ﹤0.01% | 1252 |
|
|
2022
Q3 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 1500 |
|
|
2022
Q2 | $1K | Buy |
6
+1
| +20% | +$167 | ﹤0.01% | 1044 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1105 |
|