Winch Advisory Services’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	-61	Closed	-$13K	–	499
2021 Q1	$13K	Buy	61 +24	+65%	+$5.12K	0.01%	229
2020 Q4	$9K	Hold	37	–	–	﹤0.01%	241
2020 Q3	$8K	Sell	37 -38	-51%	-$8.22K	﹤0.01%	228
2020 Q2	$15K	Buy	+75	New	+$15K	0.01%	161