WAG
Wiser Advisor Group’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4
| Closed | -$421 | – | 186 |
|
|
2025
Q1 | $421 | Sell |
4
-4
| -50% | -$421 | ﹤0.01% | 264 |
|
|
2024
Q4 | $630 | Sell |
8
-14
| -64% | -$1.1K | ﹤0.01% | 256 |
|
|
2024
Q3 | $1.64K | Sell |
22
-2
| -8% | -$149 | ﹤0.01% | 244 |
|
|
2024
Q2 | $2.25K | Hold |
24
| – | – | ﹤0.01% | 253 |
|
|
2024
Q1 | $2.51K | Hold |
24
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $2.17K | Buy |
+24
| New | +$2.17K | ﹤0.01% | 262 |
|