Financial Synergies Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-14	Closed	-$1.27K	–	504
2022 Q2	$1.27K	Buy	+14	New	+$1.27K	﹤0.01%	288