SOA Wealth Advisors’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-93
| Closed | -$6.45K | – | 953 |
|
|
2023
Q2 | $6.45K | Hold |
93
| – | – | ﹤0.01% | 585 |
|
|
2023
Q1 | $8.02K | Hold |
93
| – | – | ﹤0.01% | 559 |
|
|
2022
Q4 | $6.36K | Hold |
93
| – | – | ﹤0.01% | 583 |
|
|
2022
Q3 | $5K | Buy |
+93
| New | +$5K | ﹤0.01% | 609 |
|
|
2022
Q2 | – | Sell |
-93
| Closed | -$14K | – | 966 |
|
|
2022
Q1 | $14K | Hold |
93
| – | – | ﹤0.01% | 524 |
|
|
2021
Q4 | $20K | Hold |
93
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $22K | Hold |
93
| – | – | 0.01% | 442 |
|
|
2021
Q2 | $22K | Hold |
93
| – | – | 0.01% | 446 |
|
|
2021
Q1 | $20K | Buy |
+93
| New | +$20K | 0.01% | 406 |
|