Liberty Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-211
| Closed | -$52K | – | 806 |
|
|
2021
Q3 | $52K | Buy |
211
+119
| +129% | +$29.3K | 0.02% | 417 |
|
|
2021
Q2 | $23K | Buy |
92
+13
| +16% | +$3.25K | 0.01% | 481 |
|
|
2021
Q1 | $21K | Hold |
79
| – | – | 0.01% | 451 |
|
|
2020
Q4 | $21K | Buy |
79
+5
| +7% | +$1.33K | 0.01% | 448 |
|
|
2020
Q3 | $16K | Buy |
74
+19
| +35% | +$4.11K | 0.01% | 439 |
|
|
2020
Q2 | $11K | Buy |
+55
| New | +$11K | 0.01% | 474 |
|