Equitable Trust’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 |
-1,759
| Closed | -$266K | – | 411 |
|
|
2022
Q1 | $266K | Sell |
1,759
-321
| -15% | -$48.5K | 0.02% | 347 |
|
|
2021
Q4 | $466K | Buy |
2,080
+527
| +34% | +$118K | 0.03% | 262 |
|
|
2021
Q3 | $368K | Sell |
1,553
-115
| -7% | -$27.3K | 0.02% | 273 |
|
|
2021
Q2 | $408K | Sell |
1,668
-77
| -4% | -$18.8K | 0.03% | 270 |
|
|
2021
Q1 | $385K | Sell |
1,745
-390
| -18% | -$86K | 0.03% | 269 |
|
|
2020
Q4 | $543K | Buy |
2,135
+22
| +1% | +$5.6K | 0.04% | 244 |
|
|
2020
Q3 | $452K | Buy |
2,113
+12
| +0.6% | +$2.57K | 0.04% | 241 |
|
|
2020
Q2 | $421K | Sell |
2,101
-1,336
| -39% | -$268K | 0.04% | 234 |
|
|
2020
Q1 | $420K | Buy |
+3,437
| New | +$420K | 0.05% | 226 |
|