Meridian 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
Q1 | – | Sell |
-1,211
| Closed | -$271K | – | 423 |
|
|
2021
Q4 | $271K | Sell |
1,211
-305
| -20% | -$68.3K | 0.03% | 334 |
|
|
2021
Q3 | $360K | Buy |
1,516
+11
| +0.7% | +$2.61K | 0.04% | 279 |
|
|
2021
Q2 | $368K | Sell |
1,505
-371
| -20% | -$90.7K | 0.05% | 274 |
|
|
2021
Q1 | $414K | Buy |
1,876
+87
| +5% | +$19.2K | 0.06% | 240 |
|
|
2020
Q4 | $454K | Sell |
1,789
-106
| -6% | -$26.9K | 0.07% | 199 |
|
|
2020
Q3 | $405K | Buy |
1,895
+609
| +47% | +$130K | 0.1% | 156 |
|
|
2020
Q2 | $257K | Buy |
+1,286
| New | +$257K | 0.09% | 177 |
|
|
2019
Q3 | – | Sell |
-981
| Closed | -$1.21K | – | 389 |
|
|
2019
Q2 | $1.21K | Buy |
+981
| New | +$1.21K | 0.05% | 258 |
|