EWM
Elite Wealth Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-9,827
| Closed | -$847K | – | 56 |
|
|
2023
Q1 | $847K | Sell |
9,827
-52
| -0.5% | -$4.48K | 0.05% | 30 |
|
|
2022
Q4 | $675K | Buy |
9,879
+75
| +0.8% | +$5.13K | 0.06% | 33 |
|
|
2022
Q3 | $558K | Sell |
9,804
-386
| -4% | -$22K | 0.05% | 32 |
|
|
2022
Q2 | $921K | Sell |
10,190
-216
| -2% | -$19.5K | 0.14% | 27 |
|
|
2022
Q1 | $1.57M | Sell |
10,406
-598
| -5% | -$90.3K | 0.26% | 22 |
|
|
2021
Q4 | $2.47M | Sell |
11,004
-506
| -4% | -$113K | 0.35% | 17 |
|
|
2021
Q3 | $2.73M | Buy |
11,510
+422
| +4% | +$100K | 0.52% | 15 |
|
|
2021
Q2 | $2.71K | Buy |
11,088
+613
| +6% | +$150 | 0.25% | 16 |
|
|
2021
Q1 | $2.31K | Buy |
10,475
+1,844
| +21% | +$406 | 0.3% | 18 |
|
|
2020
Q4 | $2.2M | Buy |
8,631
+1,389
| +19% | +$353K | 0.28% | 17 |
|
|
2020
Q3 | $1.55M | Buy |
7,242
+434
| +6% | +$92.8K | 0.21% | 18 |
|
|
2020
Q2 | $1.36M | Buy |
6,808
+130
| +2% | +$26K | 0.4% | 20 |
|
|
2020
Q1 | $816K | Buy |
+6,678
| New | +$816K | 0.64% | 24 |
|