Toth Financial Advisory’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 |
-8
| Closed | -$1K | – | 770 |
|
|
2022
Q2 | $1K | Buy |
8
+3
| +60% | +$375 | ﹤0.01% | 654 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 672 |
|
|
2021
Q1 | – | Sell |
-1,545
| Closed | -$393K | – | 698 |
|
|
2020
Q4 | $393K | Hold |
1,545
| – | – | 0.07% | 155 |
|
|
2020
Q3 | $330K | Hold |
1,545
| – | – | 0.06% | 153 |
|
|
2020
Q2 | $309K | Buy |
+1,545
| New | +$309K | 0.07% | 140 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$7K | – | 441 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 331 |
|
|
2018
Q2 | $5K | Hold |
100
| – | – | ﹤0.01% | 350 |
|
|
2018
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 373 |
|