SeaCrest Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-544
| Closed | -$45K | – | 1426 |
|
|
2019
Q1 | $45K | Sell |
544
-70
| -11% | -$5.79K | 0.01% | 979 |
|
|
2018
Q4 | $39K | Sell |
614
-686
| -53% | -$43.6K | 0.01% | 988 |
|
|
2018
Q3 | $91K | Hold |
1,300
| – | – | 0.02% | 777 |
|
|
2018
Q2 | $65K | Buy |
1,300
+1,000
| +333% | +$50K | 0.01% | 882 |
|
|
2018
Q1 | $12K | Sell |
300
-200
| -40% | -$8K | ﹤0.01% | 1519 |
|
|
2017
Q4 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 1511 |
|