First Allied Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.2M | Buy |
10,272
+2,879
| +39% | +$616K | 0.07% | 277 |
|
|
2020
Q2 | $1.48M | Buy |
7,393
+1,204
| +19% | +$241K | 0.05% | 341 |
|
|
2020
Q1 | $757K | Buy |
6,189
+1,851
| +43% | +$226K | 0.03% | 471 |
|
|
2019
Q4 | $500K | Buy |
4,338
+395
| +10% | +$45.5K | 0.02% | 713 |
|
|
2019
Q3 | $392K | Buy |
+3,943
| New | +$392K | 0.01% | 776 |
|
|
2018
Q2 | – | Sell |
-18,125
| Closed | -$723K | – | 1212 |
|
|
2018
Q1 | $723K | Buy |
+18,125
| New | +$723K | 0.03% | 548 |
|