Cutter & Co Brokerage’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 |
-1,100
| Closed | -$247K | – | 264 |
|
|
2021
Q4 | $247K | Hold |
1,100
| – | – | 0.07% | 222 |
|
|
2021
Q3 | $261K | Hold |
1,100
| – | – | 0.06% | 232 |
|
|
2021
Q2 | $269K | Hold |
1,100
| – | – | 0.06% | 228 |
|
|
2021
Q1 | $242K | Hold |
1,100
| – | – | 0.06% | 242 |
|
|
2020
Q4 | $280K | Hold |
1,100
| – | – | 0.07% | 203 |
|
|
2020
Q3 | $235K | Hold |
1,100
| – | – | 0.07% | 199 |
|
|
2020
Q2 | $220K | Buy |
+1,100
| New | +$220K | 0.07% | 189 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$231K | – | 279 |
|
|
2019
Q4 | $231K | Sell |
2,000
-1,000
| -33% | -$116K | 0.08% | 207 |
|
|
2019
Q3 | $295K | Hold |
3,000
| – | – | 0.09% | 204 |
|
|
2019
Q2 | $371K | Sell |
3,000
-500
| -14% | -$61.8K | 0.12% | 190 |
|
|
2019
Q1 | $290K | Buy |
+3,500
| New | +$290K | 0.08% | 215 |
|