Berman Capital Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $424K | Buy |
1,792
+101
| +6% | +$23.9K | 0.07% | 152 |
|
|
2021
Q2 | $413K | Buy |
1,691
+301
| +22% | +$73.5K | 0.07% | 138 |
|
|
2021
Q1 | $305K | Buy |
1,390
+14
| +1% | +$3.07K | 0.06% | 145 |
|
|
2020
Q4 | $349K | Buy |
1,376
+6
| +0.4% | +$1.52K | 0.08% | 109 |
|
|
2020
Q3 | $292K | Sell |
1,370
-410
| -23% | -$87.4K | 0.08% | 106 |
|
|
2020
Q2 | $355K | Buy |
1,780
+1,384
| +349% | +$276K | 0.09% | 87 |
|
|
2020
Q1 | $47K | Sell |
396
-16
| -4% | -$1.9K | 0.02% | 302 |
|
|
2019
Q4 | $46K | Buy |
412
+86
| +26% | +$9.6K | 0.01% | 335 |
|
|
2019
Q3 | $32K | Sell |
326
-887
| -73% | -$87.1K | 0.01% | 392 |
|
|
2019
Q2 | $149K | Buy |
1,213
+14
| +1% | +$1.72K | 0.05% | 160 |
|
|
2019
Q1 | $98K | Buy |
1,199
+1,108
| +1,218% | +$90.6K | 0.03% | 197 |
|
|
2018
Q4 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 696 |
|