Waypoint Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,240
| Closed | -$278K | – | 53 |
|
|
2021
Q4 | $278K | Buy |
1,240
+8
| +0.6% | +$1.79K | 0.1% | 45 |
|
|
2021
Q3 | $292K | Hold |
1,232
| – | – | 0.11% | 37 |
|
|
2021
Q2 | $301K | Hold |
1,232
| – | – | 0.12% | 33 |
|
|
2021
Q1 | $272K | Hold |
1,232
| – | – | 0.2% | 34 |
|
|
2020
Q4 | $313K | Buy |
+1,232
| New | +$313K | 0.25% | 27 |
|