Adell Harriman & Carpenter’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,149
| Closed | -$482K | – | 180 |
|
|
2021
Q4 | $482K | Sell |
2,149
-46
| -2% | -$10.3K | 0.04% | 136 |
|
|
2021
Q3 | $521K | Buy |
2,195
+935
| +74% | +$222K | 0.05% | 129 |
|
|
2021
Q2 | $308K | Sell |
1,260
-40
| -3% | -$9.79K | 0.03% | 152 |
|
|
2021
Q1 | $287K | Buy |
1,300
+250
| +24% | +$55.1K | 0.03% | 142 |
|
|
2020
Q4 | $267K | Buy |
+1,050
| New | +$267K | 0.04% | 138 |
|