Wealthspire Advisors (Maryland)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-54
| Closed | -$4K | – | 1546 |
|
|
2019
Q1 | $4K | Sell |
54
-10
| -16% | -$741 | ﹤0.01% | 1915 |
|
|
2018
Q4 | $4K | Sell |
64
-266
| -81% | -$16.6K | ﹤0.01% | 1840 |
|
|
2018
Q3 | $23K | Buy |
330
+15
| +5% | +$1.05K | ﹤0.01% | 1255 |
|
|
2018
Q2 | $16K | Buy |
315
+15
| +5% | +$762 | ﹤0.01% | 1398 |
|
|
2018
Q1 | $12K | Buy |
+300
| New | +$12K | ﹤0.01% | 1499 |
|