Glassman Wealth Services’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 |
-279
| Closed | -$25.3K | – | 1295 |
|
|
2023
Q4 | $25.3K | Sell |
279
-109
| -28% | -$9.87K | ﹤0.01% | 632 |
|
|
2023
Q3 | $31.6K | Buy |
388
+89
| +30% | +$7.25K | 0.01% | 540 |
|
|
2023
Q2 | $20.7K | Buy |
299
+20
| +7% | +$1.39K | ﹤0.01% | 610 |
|
|
2023
Q1 | $24.1K | Sell |
279
-82
| -23% | -$7.07K | ﹤0.01% | 592 |
|
|
2022
Q4 | $24.7K | Buy |
361
+217
| +151% | +$14.8K | ﹤0.01% | 610 |
|
|
2022
Q3 | $8K | Sell |
144
-61
| -30% | -$3.39K | ﹤0.01% | 874 |
|
|
2022
Q2 | $19K | Buy |
205
+72
| +54% | +$6.67K | ﹤0.01% | 646 |
|
|
2022
Q1 | $20K | Buy |
133
+69
| +108% | +$10.4K | ﹤0.01% | 649 |
|
|
2021
Q4 | $14K | Sell |
64
-85
| -57% | -$18.6K | ﹤0.01% | 707 |
|
|
2021
Q3 | $35K | Buy |
149
+84
| +129% | +$19.7K | 0.01% | 437 |
|
|
2021
Q2 | $16K | Hold |
65
| – | – | ﹤0.01% | 634 |
|
|
2021
Q1 | $14K | Buy |
65
+5
| +8% | +$1.08K | ﹤0.01% | 636 |
|
|
2020
Q4 | $15K | Buy |
60
+14
| +30% | +$3.5K | ﹤0.01% | 610 |
|
|
2020
Q3 | $10K | Buy |
46
+5
| +12% | +$1.09K | ﹤0.01% | 612 |
|
|
2020
Q2 | $8K | Buy |
41
+32
| +356% | +$6.24K | ﹤0.01% | 537 |
|
|
2020
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 947 |
|
|
2019
Q4 | – | Sell |
-3
| Closed | – | – | 1391 |
|
|
2019
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1284 |
|
|
2019
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1282 |
|