D.L. Carlson Investment Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-4,400
| Closed | -$538K | – | 146 |
|
|
2020
Q1 | $538K | Buy |
+4,400
| New | +$538K | 0.2% | 94 |
|
|
2019
Q4 | – | Sell |
-25,148
| Closed | -$2.48M | – | 154 |
|
|
2019
Q3 | $2.48M | Buy |
25,148
+5,263
| +26% | +$518K | 0.78% | 51 |
|
|
2019
Q2 | $2.46M | Sell |
19,885
-2,830
| -12% | -$350K | 0.76% | 52 |
|
|
2019
Q1 | $1.88M | Buy |
+22,715
| New | +$1.88M | 0.55% | 68 |
|
|
2018
Q4 | – | Sell |
-40,800
| Closed | -$2.87M | – | 150 |
|
|
2018
Q3 | $2.87M | Sell |
40,800
-6,975
| -15% | -$491K | 0.81% | 46 |
|
|
2018
Q2 | $2.41M | Buy |
+47,775
| New | +$2.41M | 0.74% | 54 |
|