Bourgeon Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$4.53K | – | 287 |
|
|
2023
Q4 | $4.53K | Hold |
50
| – | – | ﹤0.01% | 272 |
|
|
2023
Q3 | $4.08K | Hold |
50
| – | – | ﹤0.01% | 265 |
|
|
2023
Q2 | $3.47K | Hold |
50
| – | – | ﹤0.01% | 284 |
|
|
2023
Q1 | $4.31K | Hold |
50
| – | – | ﹤0.01% | 267 |
|
|
2022
Q4 | $3.42K | Hold |
50
| – | – | ﹤0.01% | 292 |
|
|
2022
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 291 |
|
|
2022
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 250 |
|
|
2022
Q1 | $8K | Hold |
50
| – | – | ﹤0.01% | 238 |
|
|
2021
Q4 | $11K | Hold |
50
| – | – | ﹤0.01% | 213 |
|
|
2021
Q3 | $12K | Hold |
50
| – | – | ﹤0.01% | 224 |
|
|
2021
Q2 | $12K | Hold |
50
| – | – | ﹤0.01% | 226 |
|
|
2021
Q1 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 223 |
|