Independent Solutions 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
Q3 | – | Sell |
-2,492
| Closed | -$233K | – | 172 |
|
|
2024
Q2 | $233K | Buy |
2,492
+43
| +2% | +$4.03K | 0.05% | 157 |
|
|
2024
Q1 | $256K | Buy |
2,449
+188
| +8% | +$19.7K | 0.06% | 158 |
|
|
2023
Q4 | $205K | Buy |
+2,261
| New | +$205K | 0.05% | 161 |
|
|
2023
Q2 | – | Sell |
-2,551
| Closed | -$220K | – | 231 |
|
|
2023
Q1 | $220K | Buy |
+2,551
| New | +$220K | 0.06% | 198 |
|
|
2022
Q4 | – | Sell |
-3,683
| Closed | -$209K | – | 222 |
|
|
2022
Q3 | $209K | Sell |
3,683
-211
| -5% | -$12K | 0.07% | 201 |
|
|
2022
Q2 | $352K | Sell |
3,894
-5,412
| -58% | -$489K | 0.11% | 140 |
|
|
2022
Q1 | $1.4M | Sell |
9,306
-610
| -6% | -$92.1K | 0.33% | 74 |
|
|
2021
Q4 | $2.22M | Sell |
9,916
-255
| -3% | -$57.2K | 0.52% | 46 |
|
|
2021
Q3 | $2.41M | Sell |
10,171
-135
| -1% | -$32K | 0.6% | 44 |
|
|
2021
Q2 | $2.52M | Sell |
10,306
-308
| -3% | -$75.4K | 0.61% | 45 |
|
|
2021
Q1 | $2.34M | Buy |
10,614
+787
| +8% | +$173K | 0.64% | 38 |
|
|
2020
Q4 | $2.5M | Sell |
9,827
-131
| -1% | -$33.3K | 0.78% | 32 |
|
|
2020
Q3 | $2.13M | Buy |
9,958
+2,060
| +26% | +$441K | 0.81% | 32 |
|
|
2020
Q2 | $1.58M | Buy |
7,898
+470
| +6% | +$94.1K | 0.68% | 37 |
|
|
2020
Q1 | $908K | Sell |
7,428
-127
| -2% | -$15.5K | 0.5% | 43 |
|
|
2019
Q4 | $872K | Buy |
+7,555
| New | +$872K | 0.39% | 51 |
|