Allen Holding’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-119,267
| Closed | -$14.7M | – | 10 |
|
|
2019
Q2 | $14.7M | Buy |
119,267
+42,560
| +55% | +$5.26M | 2.24% | 4 |
|
|
2019
Q1 | $6.35M | Hold |
76,707
| – | – | 1.05% | 6 |
|
|
2018
Q4 | $4.89M | Hold |
76,707
| – | – | 0.83% | 6 |
|
|
2018
Q3 | $5.4M | Hold |
76,707
| – | – | 0.85% | 6 |
|
|
2018
Q2 | $3.86M | Buy |
76,707
+18,500
| +32% | +$932K | 0.7% | 6 |
|
|
2018
Q1 | $2.32M | Buy |
58,207
+18,968
| +48% | +$756K | 0.42% | 7 |
|
|
2017
Q4 | $1.01M | Buy |
+39,239
| New | +$1.01M | 0.19% | 8 |
|