Cypress Capital Management (Wyoming)’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-245
| Closed | -$62K | – | 288 |
|
|
2020
Q4 | $62K | Sell |
245
-5,152
| -95% | -$1.3M | 0.05% | 110 |
|
|
2020
Q3 | $1.28M | Sell |
5,397
-9
| -0.2% | -$2.13K | 1.15% | 32 |
|
|
2020
Q2 | $1.08M | Buy |
5,406
+5,281
| +4,225% | +$1.06M | 1.08% | 29 |
|
|
2020
Q1 | $15K | Buy |
+125
| New | +$15K | 0.02% | 117 |
|
|
2019
Q2 | – | Sell |
-75
| Closed | -$6K | – | 278 |
|
|
2019
Q1 | $6K | Hold |
75
| – | – | 0.01% | 205 |
|
|
2018
Q4 | $5K | Hold |
75
| – | – | 0.01% | 253 |
|
|
2018
Q3 | $5K | Hold |
75
| – | – | 0.01% | 305 |
|
|
2018
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 300 |
|
|
2018
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 286 |
|