Compagnie Lombard Odier SCmA’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-400
| Closed | -$27.7K | – | 632 |
|
|
2023
Q2 | $27.7K | Buy |
400
+202
| +102% | +$14K | ﹤0.01% | 467 |
|
|
2023
Q1 | $17.1K | Hold |
198
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $14K | Buy |
+198
| New | +$14K | ﹤0.01% | 586 |
|
|
2021
Q1 | – | Sell |
-45
| Closed | -$11K | – | 680 |
|
|
2020
Q4 | $11K | Buy |
+45
| New | +$11K | ﹤0.01% | 522 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 562 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 573 |
|