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Xcel Wealth Management’s Okta OKTA Stock Holding History

Xcel Wealth Management’s Portfolio OKTA Stock Details OKTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,640
Closed -$259K – 75
2019
Q3 		$259K Buy
2,640
+100
+4% +$9.81K 0.24% 63
2019
Q2 		$313K Buy
+2,540
New +$313K 0.31% 60