RE Dickinson Investment Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-80
| Closed | -$7K | – | 264 |
|
|
2023
Q3 | $7K | Hold |
80
| – | – | ﹤0.01% | 189 |
|
|
2023
Q2 | $6K | Hold |
80
| – | – | ﹤0.01% | 276 |
|
|
2023
Q1 | $7K | Hold |
80
| – | – | ﹤0.01% | 288 |
|
|
2022
Q4 | $5K | Hold |
80
| – | – | ﹤0.01% | 294 |
|
|
2022
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $7 | Hold |
80
| – | – | ﹤0.01% | 180 |
|
|
2022
Q1 | $12K | Hold |
80
| – | – | 0.01% | 169 |
|
|
2021
Q4 | $18K | Buy |
+80
| New | +$18K | 0.01% | 148 |
|