Edge Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Hold |
0
| – | – | – | 430 |
|
|
2020
Q3 | – | Sell |
-250
| Closed | -$50K | – | 570 |
|
|
2020
Q2 | $50K | Hold |
250
| – | – | 0.01% | 271 |
|
|
2020
Q1 | $31K | Hold |
250
| – | – | 0.01% | 278 |
|
|
2019
Q4 | $29K | Hold |
250
| – | – | 0.01% | 298 |
|
|
2019
Q3 | $24K | Hold |
250
| – | – | 0.01% | 314 |
|
|
2019
Q2 | $31K | Hold |
250
| – | – | 0.01% | 300 |
|
|
2019
Q1 | $21K | Hold |
250
| – | – | 0.01% | 323 |
|
|
2018
Q4 | $16K | Hold |
250
| – | – | ﹤0.01% | 352 |
|
|
2018
Q3 | $18K | Hold |
250
| – | – | ﹤0.01% | 374 |
|
|
2018
Q2 | $13K | Hold |
250
| – | – | ﹤0.01% | 388 |
|
|
2018
Q1 | $10K | Buy |
+250
| New | +$10K | ﹤0.01% | 378 |
|