HNWAG
High Net Worth Advisory Group’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,673
| Closed | -$273K | – | 228 |
|
|
2024
Q3 | $273K | Sell |
3,673
-180
| -5% | -$13.4K | 0.07% | 181 |
|
|
2024
Q2 | $361K | Sell |
3,853
-32
| -0.8% | -$3K | 0.11% | 143 |
|
|
2024
Q1 | $406K | Buy |
+3,885
| New | +$406K | 0.13% | 133 |
|
|
2023
Q1 | – | Sell |
-1,230
| Closed | -$84K | – | 452 |
|
|
2022
Q4 | $84K | Sell |
1,230
-1,000
| -45% | -$68.3K | 0.03% | 260 |
|
|
2022
Q3 | $127K | Buy |
2,230
+765
| +52% | +$43.6K | 0.05% | 216 |
|
|
2022
Q2 | $132K | Sell |
1,465
-225
| -13% | -$20.3K | 0.05% | 219 |
|
|
2022
Q1 | $255K | Buy |
1,690
+90
| +6% | +$13.6K | 0.09% | 159 |
|
|
2021
Q4 | $359K | Buy |
+1,600
| New | +$359K | 0.13% | 137 |
|