Providence Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,700
| Closed | -$253K | – | 102 |
|
|
2022
Q1 | $253K | Hold |
1,700
| – | – | 0.16% | 89 |
|
|
2021
Q4 | $324K | Hold |
1,700
| – | – | 0.2% | 83 |
|
|
2021
Q3 | $404K | Hold |
1,700
| – | – | 0.28% | 73 |
|
|
2021
Q2 | $416K | Hold |
1,700
| – | – | 0.28% | 73 |
|
|
2021
Q1 | $375K | Hold |
1,700
| – | – | 0.28% | 74 |
|
|
2020
Q4 | $443K | Hold |
1,700
| – | – | 0.37% | 67 |
|
|
2020
Q3 | $364K | Hold |
1,700
| – | – | 0.36% | 66 |
|
|
2020
Q2 | $340K | Hold |
1,700
| – | – | 0.35% | 69 |
|
|
2020
Q1 | $210K | Buy |
+1,700
| New | +$210K | 0.25% | 80 |
|