Capital Asset Advisory Services’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,288
| Closed | -$289K | – | 613 |
|
2021
Q4 | $289K | Sell |
1,288
-36
| -3% | -$8.08K | 0.03% | 330 |
|
2021
Q3 | $314K | Buy |
1,324
+23
| +2% | +$5.46K | 0.04% | 329 |
|
2021
Q2 | $318K | Buy |
1,301
+271
| +26% | +$66.2K | 0.03% | 353 |
|
2021
Q1 | $227K | Buy |
1,030
+1,026
| +25,650% | +$226K | 0.03% | 394 |
|
2020
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 1530 |
|