Valmark Advisers’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,487
| Closed | -$587K | – | 541 |
|
|
2023
Q4 | $587K | Sell |
6,487
-90
| -1% | -$8.15K | 0.01% | 325 |
|
|
2023
Q3 | $536K | Sell |
6,577
-117
| -2% | -$9.54K | 0.01% | 315 |
|
|
2023
Q2 | $464K | Buy |
6,694
+903
| +16% | +$62.6K | 0.01% | 342 |
|
|
2023
Q1 | $499K | Buy |
5,791
+1,279
| +28% | +$110K | 0.01% | 320 |
|
|
2022
Q4 | $308K | Buy |
+4,512
| New | +$308K | 0.01% | 363 |
|