Wagner 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
Q4 | – | Sell |
-16
| Closed | -$1K | – | 583 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 651 |
|
|
2022
Q2 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 668 |
|
|
2022
Q1 | – | Sell |
-16
| Closed | -$4K | – | 516 |
|
|
2021
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 592 |
|
|
2021
Q3 | $4K | Hold |
16
| – | – | ﹤0.01% | 562 |
|
|
2021
Q2 | $4K | Hold |
16
| – | – | ﹤0.01% | 597 |
|
|
2021
Q1 | $4K | Buy |
+16
| New | +$4K | ﹤0.01% | 569 |
|
|
2018
Q2 | – | Sell |
-1,000
| Closed | -$40K | – | 700 |
|
|
2018
Q1 | $40K | Buy |
+1,000
| New | +$40K | 0.03% | 233 |
|