Burleson & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $143K | Sell |
2,100
-17,400
| -89% | -$1.19M | 0.04% | 135 |
|
|
2022
Q3 | $1.11M | Buy |
+19,500
| New | +$1.11M | 0.24% | 71 |
|
|
2022
Q2 | – | Sell |
-3
| Closed | – | – | 481 |
|
|
2022
Q1 | $0 | Hold |
3
| – | – | ﹤0.01% | 433 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 332 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 324 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 330 |
|
|
2021
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 340 |
|