Total Clarity Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-655
| Closed | -$59K | – | 737 |
|
|
2022
Q2 | $59K | Buy |
+655
| New | +$59K | 0.03% | 387 |
|
|
2022
Q1 | – | Sell |
-656
| Closed | -$147K | – | 678 |
|
|
2021
Q4 | $147K | Hold |
656
| – | – | 0.07% | 260 |
|
|
2021
Q3 | $156K | Buy |
+656
| New | +$156K | 0.07% | 247 |
|
|
2021
Q2 | – | Sell |
-616
| Closed | -$136K | – | 561 |
|
|
2021
Q1 | $136K | Buy |
+616
| New | +$136K | 0.08% | 212 |
|
|
2020
Q3 | – | Sell |
-1,241
| Closed | -$248K | – | 131 |
|
|
2020
Q2 | $248K | Buy |
+1,241
| New | +$248K | 0.23% | 107 |
|
|
2020
Q1 | – | Sell |
-1,190
| Closed | -$137K | – | 450 |
|
|
2019
Q4 | $137K | Buy |
+1,190
| New | +$137K | 0.1% | 152 |
|