Wealthcare Advisory Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-315
| Closed | -$69K | – | 1428 |
|
2021
Q1 | $69K | Buy |
+315
| New | +$69K | 0.01% | 785 |
|
2020
Q2 | – | Sell |
-250
| Closed | -$31K | – | 1040 |
|
2020
Q1 | $31K | Buy |
250
+15
| +6% | +$1.86K | ﹤0.01% | 611 |
|
2019
Q4 | $27K | Buy |
235
+25
| +12% | +$2.87K | ﹤0.01% | 683 |
|
2019
Q3 | $21K | Buy |
+210
| New | +$21K | ﹤0.01% | 743 |
|