Financial Architects (New Jersey)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-450
| Closed | -$90K | – | 602 |
|
|
2020
Q2 | $90K | Hold |
450
| – | – | 0.02% | 340 |
|
|
2020
Q1 | $55K | Hold |
450
| – | – | 0.02% | 377 |
|
|
2019
Q4 | $52K | Hold |
450
| – | – | 0.01% | 424 |
|
|
2019
Q3 | $44K | Sell |
450
-406
| -47% | -$39.7K | 0.01% | 457 |
|
|
2019
Q2 | $106K | Sell |
856
-300
| -26% | -$37.2K | 0.02% | 328 |
|
|
2019
Q1 | $95K | Sell |
1,156
-200
| -15% | -$16.4K | 0.02% | 421 |
|
|
2018
Q4 | $86K | Buy |
1,356
+600
| +79% | +$38.1K | 0.02% | 399 |
|
|
2018
Q3 | $53K | Sell |
756
-100
| -12% | -$7.01K | 0.01% | 532 |
|
|
2018
Q2 | $43K | Buy |
856
+200
| +30% | +$10K | 0.01% | 610 |
|
|
2018
Q1 | $26K | Buy |
656
+506
| +337% | +$20.1K | 0.01% | 712 |
|
|
2017
Q4 | $4K | Hold |
150
| – | – | ﹤0.01% | 1205 |
|
|
2017
Q3 | $4K | Sell |
150
-450
| -75% | -$12K | ﹤0.01% | 1223 |
|
|
2017
Q2 | $14K | Buy |
+600
| New | +$14K | ﹤0.01% | 950 |
|