Janiczek 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
Q2 | $1.12K | Sell |
12
-37
| -76% | -$3.47K | ﹤0.01% | 916 |
|
|
2024
Q1 | $5.13K | Buy |
49
+5
| +11% | +$523 | ﹤0.01% | 762 |
|
|
2023
Q4 | $3.98K | Hold |
44
| – | – | ﹤0.01% | 774 |
|
|
2023
Q3 | $3.59K | Hold |
44
| – | – | ﹤0.01% | 762 |
|
|
2023
Q2 | $3.05K | Hold |
44
| – | – | ﹤0.01% | 723 |
|
|
2023
Q1 | $3.27K | Buy |
44
+37
| +529% | +$2.75K | ﹤0.01% | 720 |
|
|
2022
Q4 | $461 | Buy |
+7
| New | +$461 | ﹤0.01% | 918 |
|
|
2021
Q4 | – | Sell |
-8
| Closed | -$2K | – | 1070 |
|
|
2021
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $2K | Sell |
8
-12
| -60% | -$3K | ﹤0.01% | 774 |
|
|
2021
Q1 | $4K | Buy |
20
+15
| +300% | +$3K | ﹤0.01% | 678 |
|
|
2020
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 754 |
|