Global Wealth Management Investment Advisory’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-25
| Closed | -$6K | – | 486 |
|
|
2021
Q2 | $6K | Hold |
25
| – | – | ﹤0.01% | 332 |
|
|
2021
Q1 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 345 |
|
|
2020
Q3 | – | Sell |
-150
| Closed | -$30K | – | 569 |
|
|
2020
Q2 | $30K | Hold |
150
| – | – | 0.01% | 238 |
|
|
2020
Q1 | $18K | Hold |
150
| – | – | 0.01% | 267 |
|
|
2019
Q4 | $17K | Hold |
150
| – | – | 0.01% | 285 |
|
|
2019
Q3 | $15K | Hold |
150
| – | – | 0.01% | 279 |
|
|
2019
Q2 | $19K | Sell |
150
-50
| -25% | -$6.33K | 0.01% | 282 |
|
|
2019
Q1 | $17K | Hold |
200
| – | – | 0.01% | 323 |
|
|
2018
Q4 | $13K | Buy |
+200
| New | +$13K | 0.01% | 348 |
|