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Summit Wealth & Retirement Planning’s Okta OKTA Stock Holding History

Summit Wealth & Retirement Planning’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,170
Closed -$754K – 114
2020
Q1 		$754K Sell
6,170
-165
-3% -$20.2K 0.4% 53
2019
Q4 		$731K Buy
+6,335
New +$731K 0.33% 64