CPWM LLC’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 |
-1,020
| Closed | -$242K | – | 363 |
|
|
2021
Q4 | $242K | Hold |
1,020
| – | – | 0.02% | 315 |
|
|
2021
Q3 | $242K | Sell |
1,020
-11
| -1% | -$2.61K | 0.02% | 263 |
|
|
2021
Q2 | $252K | Sell |
1,031
-5
| -0.5% | -$1.22K | 0.02% | 268 |
|
|
2021
Q1 | $228K | Sell |
1,036
-989
| -49% | -$218K | 0.02% | 301 |
|
|
2020
Q4 | $515K | Buy |
2,025
+13
| +0.6% | +$3.31K | 0.05% | 204 |
|
|
2020
Q3 | $430K | Sell |
2,012
-15
| -0.7% | -$3.21K | 0.05% | 194 |
|
|
2020
Q2 | $406K | Buy |
+2,027
| New | +$406K | 0.05% | 195 |
|