Coastal Investment Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$2.64M Hold
11,122
3.68% 7
2021
Q2
$2.72M Buy
+11,122
New +$2.72M 4.38% 5
2021
Q1
Sell
-15,000
Closed -$3.81M 25
2020
Q4
$3.81M Buy
+15,000
New +$3.81M 7.04% 6