AM Squared’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,800
| Closed | -$163K | – | 64 |
|
|
2023
Q4 | $163K | Buy |
+1,800
| New | +$163K | 0.33% | 14 |
|
|
2023
Q2 | – | Sell |
-1,100
| Closed | -$94.9K | – | 149 |
|
|
2023
Q1 | $94.9K | Buy |
1,100
+400
| +57% | +$34.5K | 0.07% | 101 |
|
|
2022
Q4 | $47.8K | Buy |
+700
| New | +$47.8K | 0.03% | 124 |
|