Focused Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9
| Closed | -$815 | – | 662 |
|
|
2023
Q4 | $815 | Hold |
9
| – | – | ﹤0.01% | 844 |
|
|
2023
Q3 | $734 | Sell |
9
-50
| -85% | -$4.08K | ﹤0.01% | 843 |
|
|
2023
Q2 | $4.09K | Hold |
59
| – | – | ﹤0.01% | 669 |
|
|
2023
Q1 | $5.09K | Hold |
59
| – | – | ﹤0.01% | 638 |
|
|
2022
Q4 | $4.03K | Hold |
59
| – | – | ﹤0.01% | 667 |
|
|
2022
Q3 | $3K | Sell |
59
-120
| -67% | -$6.1K | ﹤0.01% | 691 |
|
|
2022
Q2 | $16K | Sell |
179
-20
| -10% | -$1.79K | ﹤0.01% | 430 |
|
|
2022
Q1 | $30K | Sell |
199
-100
| -33% | -$15.1K | ﹤0.01% | 362 |
|
|
2021
Q4 | $67K | Hold |
299
| – | – | 0.01% | 333 |
|
|
2021
Q3 | $71K | Buy |
299
+122
| +69% | +$29K | 0.01% | 332 |
|
|
2021
Q2 | $43K | Buy |
177
+7
| +4% | +$1.7K | 0.01% | 397 |
|
|
2021
Q1 | $37K | Hold |
170
| – | – | 0.01% | 406 |
|
|
2020
Q4 | $43K | Hold |
170
| – | – | 0.01% | 366 |
|
|
2020
Q3 | $36K | Sell |
170
-71
| -29% | -$15K | 0.01% | 353 |
|
|
2020
Q2 | $48K | Hold |
241
| – | – | 0.01% | 307 |
|
|
2020
Q1 | $29K | Hold |
241
| – | – | 0.01% | 330 |
|
|
2019
Q4 | $28K | Hold |
241
| – | – | 0.01% | 365 |
|
|
2019
Q3 | $24K | Hold |
241
| – | – | 0.01% | 365 |
|
|
2019
Q2 | $30K | Buy |
+241
| New | +$30K | 0.01% | 367 |
|