Heritage Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-104	Closed	-$7.21K	–	558
2023 Q2	$7.21K	Hold	104	–	–	﹤0.01%	450
2023 Q1	$8.97K	Hold	104	–	–	﹤0.01%	449
2022 Q4	$7.11K	Buy	+104	New	+$7.11K	﹤0.01%	468