Partnervest Advisory Services’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
$424K Sell
1,984
-154
-7% -$32.9K 0.13% 129
2020
Q2
$428K Buy
2,138
+20
+0.9% +$4K 0.16% 107
2020
Q1
$259K Sell
2,118
-380
-15% -$46.5K 0.12% 147
2019
Q4
$288K Sell
2,498
-400
-14% -$46.1K 0.11% 156
2019
Q3
$285K Buy
2,898
+690
+31% +$67.9K 0.1% 176
2019
Q2
$273K Buy
+2,208
New +$273K 0.11% 159