AFT Forsyth & Company’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 |
-956
| Closed | -$214K | – | 156 |
|
|
2021
Q4 | $214K | Sell |
956
-250
| -21% | -$56K | 0.11% | 152 |
|
|
2021
Q3 | $286K | Buy |
1,206
+340
| +39% | +$80.6K | 0.15% | 132 |
|
|
2021
Q2 | $212K | Buy |
+866
| New | +$212K | 0.11% | 150 |
|
|
2018
Q1 | – | Sell |
-13,100
| Closed | -$335K | – | 144 |
|
|
2017
Q4 | $335K | Buy |
+13,100
| New | +$335K | 0.33% | 106 |
|