Carroll Financial Associates’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Sell |
26
-4
| -13% | -$769 | ﹤0.01% | 1344 |
|
|
2021
Q3 | $7K | Buy |
30
+5
| +20% | +$1.17K | ﹤0.01% | 1318 |
|
|
2021
Q2 | $6K | Sell |
25
-17
| -40% | -$4.08K | ﹤0.01% | 1405 |
|
|
2021
Q1 | $9K | Sell |
42
-811
| -95% | -$174K | ﹤0.01% | 1243 |
|
|
2020
Q4 | $216K | Buy |
853
+828
| +3,312% | +$210K | 0.01% | 351 |
|
|
2020
Q3 | $5K | Sell |
25
-669
| -96% | -$134K | ﹤0.01% | 1191 |
|
|
2020
Q2 | $138K | Buy |
+694
| New | +$138K | 0.01% | 400 |
|
|
2019
Q3 | – | Sell |
-1,273
| Closed | -$157K | – | 1655 |
|
|
2019
Q2 | $157K | Buy |
+1,273
| New | +$157K | 0.01% | 396 |
|