BBR Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,262
| Closed | -$223K | – | 180 |
|
|
2022
Q4 | $223K | Buy |
+3,262
| New | +$223K | 0.03% | 158 |
|
|
2022
Q1 | – | Sell |
-1,196
| Closed | -$268K | – | 263 |
|
|
2021
Q4 | $268K | Sell |
1,196
-2
| -0.2% | -$448 | 0.03% | 168 |
|
|
2021
Q3 | $284K | Hold |
1,198
| – | – | 0.02% | 181 |
|
|
2021
Q2 | $293K | Buy |
1,198
+85
| +8% | +$20.8K | 0.02% | 159 |
|
|
2021
Q1 | $245K | Buy |
+1,113
| New | +$245K | 0.02% | 182 |
|