Baldwin Wealth Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$187 | – | 1149 |
|
|
2024
Q2 | $187 | Buy |
+2
| New | +$187 | ﹤0.01% | 760 |
|
|
2023
Q2 | – | Sell |
-1,110
| Closed | -$95.7K | – | 784 |
|
|
2023
Q1 | $95.7K | Buy |
1,110
+39
| +4% | +$3.36K | 0.01% | 327 |
|
|
2022
Q4 | $73.2K | Buy |
1,071
+711
| +198% | +$48.6K | 0.01% | 353 |
|
|
2022
Q3 | $21K | Hold |
360
| – | – | ﹤0.01% | 444 |
|
|
2022
Q2 | $33K | Hold |
360
| – | – | ﹤0.01% | 413 |
|
|
2022
Q1 | $54K | Buy |
360
+260
| +260% | +$39K | 0.01% | 361 |
|
|
2021
Q4 | $22K | Buy |
+100
| New | +$22K | ﹤0.01% | 449 |
|
|
2021
Q3 | – | Sell |
-945
| Closed | -$231K | – | 663 |
|
|
2021
Q2 | $231K | Hold |
945
| – | – | 0.03% | 184 |
|
|
2021
Q1 | $208K | Buy |
945
+345
| +58% | +$75.9K | 0.02% | 178 |
|
|
2020
Q4 | $153K | Hold |
600
| – | – | 0.02% | 202 |
|
|
2020
Q3 | $128K | Buy |
600
+100
| +20% | +$21.3K | 0.02% | 203 |
|
|
2020
Q2 | $100K | Sell |
500
-100
| -17% | -$20K | 0.01% | 225 |
|
|
2020
Q1 | $73K | Hold |
600
| – | – | 0.01% | 232 |
|
|
2019
Q4 | $70K | Buy |
600
+500
| +500% | +$58.3K | 0.01% | 273 |
|
|
2019
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 455 |
|
|
2019
Q2 | $12K | Sell |
100
-50
| -33% | -$6K | ﹤0.01% | 437 |
|
|
2019
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 439 |
|
|
2018
Q4 | $10K | Hold |
150
| – | – | ﹤0.01% | 437 |
|
|
2018
Q3 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 457 |
|