Bartlett & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-25
| Closed | -$2K | – | 1167 |
|
|
2023
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 978 |
|
|
2022
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 1013 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1118 |
|
|
2022
Q2 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 1179 |
|
|
2021
Q3 | – | Sell |
-2
| Closed | – | – | 1026 |
|
|
2021
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1058 |
|
|
2021
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1135 |
|
|
2020
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 1038 |
|