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Bard Financial Services’s Okta OKTA Stock Holding History

Bard Financial Services’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,550
Closed -$202K – 309
2022
Q3 		$202K Buy
3,550
+800
+29% +$68.8K 0.02% 271
2022
Q2 		$249K Buy
2,750
+1,250
+83% +$135K 0.02% 248
2022
Q1 		$226K Buy
1,500
+500
+50% +$89.6K 0.02% 265
2021
Q4 		$224K Hold
1,000
– – 0.02% 261
2021
Q3 		$237K Hold
1,000
– – 0.02% 247
2021
Q2 		$245K Buy
1,000
+25
+3% +$6.03K 0.02% 242
2021
Q1 		$215K Buy
975
+75
+8% +$18.8K 0.02% 242
2020
Q4 		$229K Buy
+900
New +$214K 0.02% 236

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