Pacific Wealth Strategies 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 |
-1,175
| Closed | -$263K | – | 83 |
|
|
2021
Q4 | $263K | Hold |
1,175
| – | – | 0.09% | 77 |
|
|
2021
Q3 | $279K | Hold |
1,175
| – | – | 0.1% | 78 |
|
|
2021
Q2 | $287K | Hold |
1,175
| – | – | 0.11% | 79 |
|
|
2021
Q1 | $259K | Buy |
1,175
+200
| +21% | +$44.1K | 0.11% | 77 |
|
|
2020
Q4 | $247K | Buy |
+975
| New | +$247K | 0.11% | 77 |
|