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Meridian Wealth Management’s Okta OKTA Stock Holding History

Meridian Wealth Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,211
Closed -$271K – 423
2021
Q4 		$271K Sell
1,211
-305
-20% -$72.7K 0.03% 334
2021
Q3 		$360K Buy
1,516
+11
+0.7% +$2.73K 0.04% 279
2021
Q2 		$368K Sell
1,505
-371
-20% -$89.5K 0.05% 274
2021
Q1 		$414K Buy
1,876
+87
+5% +$21.9K 0.06% 240
2020
Q4 		$454K Sell
1,789
-106
-6% -$25.2K 0.07% 199
2020
Q3 		$405K Buy
1,895
+609
+47% +$127K 0.1% 156
2020
Q2 		$257K Buy
+1,286
New +$218K 0.09% 177
2019
Q3 		– Sell
-981
Closed -$1.21K – 389
2019
Q2 		$1.21K Buy
+981
New +$106K 0.05% 258

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State Street
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DMC
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Allianz Asset Management
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