TRUE Private 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
Q1 | – | Sell |
-100
| Closed | -$11K | – | 783 |
|
2019
Q4 | $11K | Buy |
+100
| New | +$11K | ﹤0.01% | 587 |
|
2019
Q3 | – | Sell |
-80
| Closed | -$9K | – | 566 |
|
2019
Q2 | $9K | Buy |
+80
| New | +$9K | ﹤0.01% | 565 |
|
2018
Q4 | – | Sell |
-151
| Closed | -$10.6K | – | 709 |
|
2018
Q3 | $10.6K | Buy |
+151
| New | +$10.6K | ﹤0.01% | 746 |
|