WealthPlan Investment Management’s Okta OKTA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-10	Closed	-$694	–	286
2023 Q2	$694	Hold	10	–	–	﹤0.01%	340
2023 Q1	$862	Buy	+10	New	+$862	﹤0.01%	413