Ropes Wealth Advisors’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-596	Closed	-$38K	–	528
2018 Q4	$38K	Hold	596	–	–	0.01%	329
2018 Q3	$42K	Buy	596 +298	+100%	+$21K	0.01%	347
2018 Q2	$15K	Hold	298	–	–	﹤0.01%	440
2018 Q1	$12K	Buy	+298	New	+$12K	﹤0.01%	448