Bard Financial Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,550
| Closed | -$202K | – | 309 |
|
|
2022
Q3 | $202K | Buy |
3,550
+800
| +29% | +$45.5K | 0.02% | 271 |
|
|
2022
Q2 | $249K | Buy |
2,750
+1,250
| +83% | +$113K | 0.02% | 248 |
|
|
2022
Q1 | $226K | Buy |
1,500
+500
| +50% | +$75.3K | 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% | +$6.13K | 0.02% | 242 |
|
|
2021
Q1 | $215K | Buy |
975
+75
| +8% | +$16.5K | 0.02% | 242 |
|
|
2020
Q4 | $229K | Buy |
+900
| New | +$229K | 0.02% | 236 |
|