Crestwood Advisors Group’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 |
-1,092
| Closed | -$245K | – | 301 |
|
|
2021
Q4 | $245K | Hold |
1,092
| – | – | 0.01% | 267 |
|
|
2021
Q3 | $259K | Hold |
1,092
| – | – | 0.01% | 242 |
|
|
2021
Q2 | $267K | Buy |
1,092
+40
| +4% | +$9.78K | 0.01% | 239 |
|
|
2021
Q1 | $232K | Buy |
1,052
+4
| +0.4% | +$882 | 0.01% | 244 |
|
|
2020
Q4 | $266K | Hold |
1,048
| – | – | 0.01% | 229 |
|
|
2020
Q3 | $224K | Hold |
1,048
| – | – | 0.01% | 219 |
|
|
2020
Q2 | $210K | Buy |
+1,048
| New | +$210K | 0.01% | 220 |
|