Clear Perspective Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-901
| Closed | -$229K | – | 158 |
|
|
2020
Q4 | $229K | Sell |
901
-82
| -8% | -$20.8K | 0.09% | 133 |
|
|
2020
Q3 | $1.41K | Sell |
983
-67
| -6% | -$96 | 0.66% | 28 |
|
|
2020
Q2 | $210K | Buy |
+1,050
| New | +$210K | 0.11% | 116 |
|
|
2018
Q3 | – | Hold |
0
| – | -$33K | – | 345 |
|
|
2018
Q2 | – | Sell |
-650
| Closed | -$26K | – | 279 |
|
|
2018
Q1 | $26K | Buy |
+650
| New | +$26K | 0.02% | 288 |
|