WP
WMS Partners’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,456
| Closed | -$326K | – | 294 |
|
|
2021
Q4 | $326K | Sell |
1,456
-46
| -3% | -$10.3K | 0.07% | 149 |
|
|
2021
Q3 | $356K | Buy |
1,502
+580
| +63% | +$137K | 0.05% | 191 |
|
|
2021
Q2 | $226K | Buy |
922
+1
| +0.1% | +$245 | 0.03% | 233 |
|
|
2021
Q1 | $203K | Hold |
921
| – | – | 0.05% | 213 |
|
|
2020
Q4 | $234K | Buy |
+921
| New | +$234K | 0.04% | 214 |
|