Bogle Investment Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-11,732
| Closed | -$2.51M | – | 229 |
|
|
2020
Q3 | $2.51M | Buy |
11,732
+522
| +5% | +$112K | 0.74% | 70 |
|
|
2020
Q2 | $2.25M | Buy |
+11,210
| New | +$2.25M | 0.37% | 126 |
|
|
2019
Q1 | – | Sell |
-18,580
| Closed | -$1.19M | – | 356 |
|
|
2018
Q4 | $1.19M | Sell |
18,580
-116,676
| -86% | -$7.44M | 0.09% | 200 |
|
|
2018
Q3 | $9.52M | Buy |
135,256
+124,232
| +1,127% | +$8.74M | 0.68% | 61 |
|
|
2018
Q2 | $555K | Sell |
11,024
-145,808
| -93% | -$7.34M | 0.04% | 240 |
|
|
2018
Q1 | $6.25M | Buy |
+156,832
| New | +$6.25M | 0.47% | 85 |
|