M Holdings Securities’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,537
| Closed | -$219K | – | 349 |
|
|
2023
Q1 | $219K | Buy |
+2,537
| New | +$219K | 0.02% | 300 |
|
|
2022
Q3 | – | Sell |
-3,123
| Closed | -$282K | – | 450 |
|
|
2022
Q2 | $282K | Sell |
3,123
-51
| -2% | -$4.61K | 0.03% | 347 |
|
|
2022
Q1 | $479K | Buy |
+3,174
| New | +$479K | 0.04% | 306 |
|
|
2021
Q2 | – | Sell |
-3,320
| Closed | -$732K | – | 394 |
|
|
2021
Q1 | $732K | Buy |
+3,320
| New | +$732K | 0.07% | 231 |
|