V Wealth Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,553
| Closed | -$220K | – | 398 |
|
|
2023
Q1 | $220K | Buy |
+2,553
| New | +$220K | 0.04% | 341 |
|
|
2022
Q3 | – | Sell |
-2,334
| Closed | -$211K | – | 399 |
|
|
2022
Q2 | $211K | Buy |
2,334
+234
| +11% | +$21.2K | 0.04% | 379 |
|
|
2022
Q1 | $317K | Buy |
2,100
+32
| +2% | +$4.83K | 0.05% | 335 |
|
|
2021
Q4 | $464K | Sell |
2,068
-138
| -6% | -$31K | 0.07% | 271 |
|
|
2021
Q3 | $524K | Sell |
2,206
-9
| -0.4% | -$2.14K | 0.08% | 260 |
|
|
2021
Q2 | $537K | Sell |
2,215
-28
| -1% | -$6.79K | 0.09% | 259 |
|
|
2021
Q1 | $494K | Buy |
2,243
+40
| +2% | +$8.81K | 0.09% | 249 |
|
|
2020
Q4 | $560K | Buy |
+2,203
| New | +$560K | 0.12% | 190 |
|
|
2020
Q3 | – | Sell |
-2,096
| Closed | -$420K | – | 283 |
|
|
2020
Q2 | $420K | Sell |
2,096
-733
| -26% | -$147K | 0.11% | 210 |
|
|
2020
Q1 | $346K | Buy |
+2,829
| New | +$346K | 0.11% | 194 |
|