BCM
BTC Capital Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,538
| Closed | -$232K | – | 253 |
|
|
2022
Q2 | $232K | Sell |
2,538
-1,004
| -28% | -$91.8K | 0.03% | 241 |
|
|
2022
Q1 | $534K | Sell |
3,542
-11,382
| -76% | -$1.72M | 0.05% | 173 |
|
|
2021
Q4 | $3.35M | Buy |
14,924
+213
| +1% | +$47.8K | 0.33% | 87 |
|
|
2021
Q3 | $3.49M | Sell |
14,711
-88
| -0.6% | -$20.9K | 0.39% | 86 |
|
|
2021
Q2 | $3.62M | Sell |
14,799
-2,083
| -12% | -$509K | 0.41% | 77 |
|
|
2021
Q1 | $3.73M | Sell |
16,882
-8,130
| -33% | -$1.79M | 0.42% | 80 |
|
|
2020
Q4 | $6.36M | Buy |
25,012
+491
| +2% | +$125K | 0.76% | 43 |
|
|
2020
Q3 | $5.24M | Buy |
24,521
+1,663
| +7% | +$355K | 0.73% | 51 |
|
|
2020
Q2 | $4.58M | Buy |
22,858
+689
| +3% | +$138K | 0.7% | 55 |
|
|
2020
Q1 | $2.71M | Buy |
22,169
+563
| +3% | +$68.7K | 0.52% | 68 |
|
|
2019
Q4 | $2.49M | Buy |
21,606
+2,713
| +14% | +$312K | 0.35% | 91 |
|
|
2019
Q3 | $1.86M | Buy |
18,893
+204
| +1% | +$20.1K | 0.3% | 95 |
|
|
2019
Q2 | $2.3M | Buy |
+18,689
| New | +$2.3M | 0.37% | 89 |
|