Mount Yale Investment Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.7K	Buy	+137	New	+$13.7K	﹤0.01%	1096
2018 Q4	–	Sell	-647	Closed	-$41K	–	628
2018 Q3	$41K	Sell	647 -76	-11%	-$4.82K	0.01%	644
2018 Q2	$36K	Buy	+723	New	+$36K	0.01%	688