Kore Private Wealth’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,086
| Closed | -$276K | – | 388 |
|
|
2020
Q4 | $276K | Buy |
+1,086
| New | +$276K | 0.04% | 252 |
|
|
2020
Q3 | – | Sell |
-29
| Closed | -$5K | – | 834 |
|
|
2020
Q2 | $5K | Buy |
+29
| New | +$5K | ﹤0.01% | 921 |
|
|
2019
Q1 | – | Sell |
-12
| Closed | -$1K | – | 964 |
|
|
2018
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 839 |
|