Stratos Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,439
| Closed | -$308K | – | 403 |
|
|
2020
Q3 | $308K | Buy |
+1,439
| New | +$308K | 0.08% | 249 |
|
|
2019
Q4 | – | Sell |
-2,978
| Closed | -$293K | – | 216 |
|
|
2019
Q3 | $293K | Sell |
2,978
-40
| -1% | -$3.94K | 0.11% | 186 |
|
|
2019
Q2 | $373K | Buy |
3,018
+600
| +25% | +$74.2K | 0.15% | 148 |
|
|
2019
Q1 | $200K | Buy |
+2,418
| New | +$200K | 0.11% | 209 |
|