Adero Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,782
| Closed | -$227K | – | 197 |
|
|
2023
Q3 | $227K | Buy |
+2,782
| New | +$227K | 0.02% | 162 |
|
|
2023
Q2 | – | Sell |
-2,695
| Closed | -$232K | – | 168 |
|
|
2023
Q1 | $232K | Buy |
+2,695
| New | +$232K | 0.03% | 135 |
|
|
2022
Q3 | – | Sell |
-2,722
| Closed | -$264K | – | 160 |
|
|
2022
Q2 | $264K | Sell |
2,722
-13
| -0.5% | -$1.26K | 0.04% | 127 |
|
|
2022
Q1 | $413K | Sell |
2,735
-2
| -0.1% | -$302 | 0.06% | 103 |
|
|
2021
Q4 | $614K | Buy |
+2,737
| New | +$614K | 0.1% | 86 |
|