First Trust Direct Indexing’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
2024
Q2
$289K Buy
2024
Q1
$298K Buy
2023
Q4
$223K Sell
2023
Q3
$227K Sell
2023
Q2
$235K Sell
2023
Q1
$317K Buy
2022
Q4
$204K Buy
2022
Q1
Sell
2021
Q4
$291K Buy
2021
Q3
$292K Buy