Nadler Financial Group’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 |
-1,070
| Closed | -$240K | – | 134 |
|
|
2021
Q4 | $240K | Hold |
1,070
| – | – | 0.04% | 112 |
|
|
2021
Q3 | $254K | Buy |
1,070
+1
| +0.1% | +$237 | 0.04% | 100 |
|
|
2021
Q2 | $262K | Buy |
1,069
+4
| +0.4% | +$980 | 0.04% | 107 |
|
|
2021
Q1 | $235K | Buy |
1,065
+10
| +0.9% | +$2.21K | 0.04% | 107 |
|
|
2020
Q4 | $268K | Buy |
1,055
+5
| +0.5% | +$1.27K | 0.05% | 88 |
|
|
2020
Q3 | $225K | Hold |
1,050
| – | – | 0.05% | 86 |
|
|
2020
Q2 | $210K | Buy |
+1,050
| New | +$210K | 0.05% | 94 |
|