Weatherly Asset Management’s Okta OKTA Stock Holding History

Weatherly Asset Management’s Portfolio OKTA Stock Details OKTA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell
2022 Q2	$358K	Sell
2022 Q1	$634K	Hold
2021 Q4	$942K	Sell
2021 Q3	$1.03M	Hold
2021 Q2	$1.06M	Hold
2021 Q1	$955K	Buy
2020 Q4	$1.09M	Buy
2020 Q3	$820K	Buy
2020 Q2	$385K	Buy