TWA
TCI Wealth Advisors’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-40
| Closed | -$3.45K | – | 1570 |
|
|
2023
Q1 | $3.45K | Sell |
40
-90
| -69% | -$7.76K | ﹤0.01% | 1772 |
|
|
2022
Q4 | $8.88K | Buy |
130
+64
| +97% | +$4.37K | ﹤0.01% | 1148 |
|
|
2022
Q3 | $4K | Sell |
66
-92
| -58% | -$5.58K | ﹤0.01% | 1649 |
|
|
2022
Q2 | $14K | Buy |
158
+105
| +198% | +$9.3K | ﹤0.01% | 810 |
|
|
2022
Q1 | $8K | Buy |
53
+45
| +563% | +$6.79K | ﹤0.01% | 1266 |
|
|
2021
Q4 | $2K | Sell |
8
-29
| -78% | -$7.25K | ﹤0.01% | 2102 |
|
|
2021
Q3 | $9K | Buy |
+37
| New | +$9K | ﹤0.01% | 1172 |
|
|
2021
Q2 | – | Sell |
-15
| Closed | -$3K | – | 2388 |
|
|
2021
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 1539 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$1K | – | 1592 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1362 |
|
|
2020
Q2 | $1K | Sell |
5
-4
| -44% | -$800 | ﹤0.01% | 1291 |
|
|
2020
Q1 | $1K | Sell |
9
-254
| -97% | -$28.2K | ﹤0.01% | 1293 |
|
|
2019
Q4 | $30K | Buy |
263
+258
| +5,160% | +$29.4K | 0.01% | 477 |
|
|
2019
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1585 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1260 |
|
|
2019
Q1 | $0 | Hold |
5
| – | – | ﹤0.01% | 1489 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 1575 |
|
|
2018
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 1527 |
|
|
2018
Q2 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1569 |
|