First Trust Direct Indexing’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,084
| Closed | -$289K | – | 1003 |
|
|
2024
Q2 | $289K | Buy |
3,084
+236
| +8% | +$22.1K | 0.02% | 681 |
|
|
2024
Q1 | $298K | Buy |
2,848
+388
| +16% | +$40.6K | 0.02% | 613 |
|
|
2023
Q4 | $223K | Sell |
2,460
-324
| -12% | -$29.3K | 0.02% | 676 |
|
|
2023
Q3 | $227K | Sell |
2,784
-599
| -18% | -$48.8K | 0.03% | 606 |
|
|
2023
Q2 | $235K | Sell |
3,383
-287
| -8% | -$19.9K | 0.03% | 613 |
|
|
2023
Q1 | $317K | Buy |
3,670
+687
| +23% | +$59.2K | 0.04% | 526 |
|
|
2022
Q4 | $204K | Buy |
+2,983
| New | +$204K | 0.03% | 624 |
|
|
2022
Q1 | – | Sell |
-1,296
| Closed | -$291K | – | 692 |
|
|
2021
Q4 | $291K | Buy |
1,296
+66
| +5% | +$14.8K | 0.04% | 499 |
|
|
2021
Q3 | $292K | Buy |
+1,230
| New | +$292K | 0.04% | 482 |
|