Dock Street Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-7,414
| Closed | -$1.12M | – | 70 |
|
|
2022
Q1 | $1.12M | Hold |
7,414
| – | – | 0.2% | 45 |
|
|
2021
Q4 | $1.66M | Hold |
7,414
| – | – | 0.27% | 45 |
|
|
2021
Q3 | $1.76M | Sell |
7,414
-107
| -1% | -$25.4K | 0.33% | 46 |
|
|
2021
Q2 | $1.84M | Sell |
7,521
-3,630
| -33% | -$888K | 0.34% | 44 |
|
|
2021
Q1 | $2.46M | Hold |
11,151
| – | – | 0.51% | 33 |
|
|
2020
Q4 | $2.84M | Hold |
11,151
| – | – | 0.59% | 30 |
|
|
2020
Q3 | $2.39M | Hold |
11,151
| – | – | 0.6% | 24 |
|
|
2020
Q2 | $2.23M | Buy |
+11,151
| New | +$2.23M | 0.62% | 24 |
|