Bedel Financial Consulting’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-89
| Closed | -$13K | – | 658 |
|
|
2022
Q1 | $13K | Sell |
89
-25
| -22% | -$3.65K | ﹤0.01% | 618 |
|
|
2021
Q4 | $26K | Sell |
114
-25
| -18% | -$5.7K | 0.01% | 513 |
|
|
2021
Q3 | $33K | Hold |
139
| – | – | 0.01% | 458 |
|
|
2021
Q2 | $34K | Buy |
139
+20
| +17% | +$4.89K | 0.01% | 452 |
|
|
2021
Q1 | $26K | Buy |
119
+30
| +34% | +$6.56K | 0.01% | 467 |
|
|
2020
Q4 | $23K | Hold |
89
| – | – | 0.01% | 433 |
|
|
2020
Q3 | $19K | Buy |
89
+4
| +5% | +$854 | 0.01% | 432 |
|
|
2020
Q2 | $17K | Hold |
85
| – | – | 0.01% | 426 |
|
|
2020
Q1 | $10K | Hold |
85
| – | – | 0.01% | 474 |
|
|
2019
Q4 | $10K | Hold |
85
| – | – | 0.01% | 509 |
|
|
2019
Q3 | $8K | Hold |
85
| – | – | ﹤0.01% | 514 |
|
|
2019
Q2 | $10K | Buy |
85
+40
| +89% | +$4.71K | 0.01% | 494 |
|
|
2019
Q1 | $4K | Hold |
45
| – | – | ﹤0.01% | 596 |
|
|
2018
Q4 | $3K | Hold |
45
| – | – | ﹤0.01% | 587 |
|
|
2018
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 619 |
|
|
2018
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 623 |
|