Vigilare 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
Q2
Sell
-1,670
Closed -$252K 140
2022
Q1
$252K Sell
1,670
-1,440
-46% -$217K 0.21% 114
2021
Q4
$697K Buy
3,110
+414
+15% +$92.8K 0.41% 64
2021
Q3
$640K Buy
2,696
+141
+6% +$33.5K 0.4% 67
2021
Q2
$625K Buy
2,555
+591
+30% +$145K 0.38% 66
2021
Q1
$433K Buy
1,964
+1,023
+109% +$226K 0.31% 92
2020
Q4
$239K Sell
941
-219
-19% -$55.6K 0.23% 108
2020
Q3
$248K Buy
+1,160
New +$248K 0.26% 92
2020
Q2
Sell
-1,650
Closed -$202K 137
2020
Q1
$202K Buy
+1,650
New +$202K 0.24% 101