Institute for Wealth Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-962	Closed	-$216K	–	554
2021 Q4	$216K	Buy	+962	New	+$216K	0.04%	457
2021 Q3	–	Sell	-838	Closed	-$205K	–	490
2021 Q2	$205K	Buy	+838	New	+$205K	0.04%	459