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BBR Partners’s Okta OKTA Stock Holding History

BBR Partners’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
2023
Q1 		– Sell
-3,262
Closed -$223K – 180
2022
Q4 		$223K Buy
+3,262
New +$186K 0.03% 158
2022
Q1 		– Sell
-1,196
Closed -$268K – 263
2021
Q4 		$268K Sell
1,196
-2
-0.2% -$476 0.03% 168
2021
Q3 		$284K Hold
1,198
– – 0.02% 181
2021
Q2 		$293K Buy
1,198
+85
+8% +$20.5K 0.02% 159
2021
Q1 		$245K Buy
+1,113
New +$280K 0.02% 183

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CIP
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Geode Capital Management
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