Reilly Financial Advisors’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-29
Closed -$7K 1014
2021
Q2
$7K Buy
+29
New +$7K ﹤0.01% 751
2018
Q1
Sell
-2,000
Closed -$51K 1033
2017
Q4
$51K Buy
+2,000
New +$51K 0.01% 328