Ellevest Inc’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,278
| Closed | -$283K | – | 1235 |
|
|
2023
Q1 | $283K | Buy |
3,278
+238
| +8% | +$20.5K | 0.02% | 259 |
|
|
2022
Q4 | $208K | Buy |
3,040
+1,661
| +120% | +$113K | 0.02% | 293 |
|
|
2022
Q3 | $78K | Sell |
1,379
-525
| -28% | -$29.7K | 0.01% | 470 |
|
|
2022
Q2 | $172K | Sell |
1,904
-299
| -14% | -$27K | 0.02% | 309 |
|
|
2022
Q1 | $333K | Buy |
2,203
+698
| +46% | +$106K | 0.03% | 217 |
|
|
2021
Q4 | $337K | Sell |
1,505
-122
| -7% | -$27.3K | 0.03% | 189 |
|
|
2021
Q3 | $386K | Buy |
1,627
+330
| +25% | +$78.3K | 0.04% | 133 |
|
|
2021
Q2 | $317K | Buy |
1,297
+188
| +17% | +$45.9K | 0.03% | 152 |
|
|
2021
Q1 | $244K | Buy |
1,109
+68
| +7% | +$15K | 0.03% | 173 |
|
|
2020
Q4 | $265K | Buy |
1,041
+356
| +52% | +$90.6K | 0.04% | 123 |
|
|
2020
Q3 | $146K | Buy |
685
+297
| +77% | +$63.3K | 0.03% | 168 |
|
|
2020
Q2 | $78K | Buy |
388
+345
| +802% | +$69.4K | 0.02% | 270 |
|
|
2020
Q1 | $5K | Buy |
43
+29
| +207% | +$3.37K | ﹤0.01% | 648 |
|
|
2019
Q4 | $2K | Buy |
14
+11
| +367% | +$1.57K | ﹤0.01% | 687 |
|
|
2019
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 571 |
|