Kingsview 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
Q2 | – | Sell |
-1,422
| Closed | -$215K | – | 890 |
|
|
2022
Q1 | $215K | Sell |
1,422
-39
| -3% | -$5.89K | 0.01% | 799 |
|
|
2021
Q4 | $328K | Sell |
1,461
-43
| -3% | -$9.65K | 0.01% | 682 |
|
|
2021
Q3 | $357K | Sell |
1,504
-99
| -6% | -$23.5K | 0.02% | 635 |
|
|
2021
Q2 | $386K | Buy |
1,603
+58
| +4% | +$14K | 0.02% | 631 |
|
|
2021
Q1 | $355K | Buy |
1,545
+76
| +5% | +$17.5K | 0.02% | 591 |
|
|
2020
Q4 | $374K | Sell |
1,469
-244
| -14% | -$62.1K | 0.03% | 510 |
|
|
2020
Q3 | $366K | Sell |
1,713
-1,353
| -44% | -$289K | 0.03% | 436 |
|
|
2020
Q2 | $614K | Buy |
3,066
+1,294
| +73% | +$259K | 0.06% | 290 |
|
|
2020
Q1 | $217K | Buy |
+1,772
| New | +$217K | 0.03% | 411 |
|
|
2019
Q3 | – | Sell |
-1,707
| Closed | -$211K | – | 435 |
|
|
2019
Q2 | $211K | Buy |
+1,707
| New | +$211K | 0.04% | 384 |
|