Essex Investment Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-980
| Closed | -$113K | – | 448 |
|
|
2019
Q4 | $113K | Sell |
980
-46,532
| -98% | -$5.37M | 0.01% | 381 |
|
|
2019
Q3 | $4.68M | Buy |
47,512
+3,104
| +7% | +$306K | 0.68% | 31 |
|
|
2019
Q2 | $5.49M | Sell |
44,408
-957
| -2% | -$118K | 0.75% | 22 |
|
|
2019
Q1 | $3.75M | Sell |
45,365
-1,433
| -3% | -$119K | 0.55% | 40 |
|
|
2018
Q4 | $2.99M | Sell |
46,798
-61,554
| -57% | -$3.93M | 0.47% | 53 |
|
|
2018
Q3 | $7.62M | Sell |
108,352
-20,067
| -16% | -$1.41M | 0.9% | 18 |
|
|
2018
Q2 | $6.47M | Sell |
128,419
-8,222
| -6% | -$414K | 0.81% | 24 |
|
|
2018
Q1 | $5.45M | Sell |
136,641
-5,898
| -4% | -$235K | 0.72% | 34 |
|
|
2017
Q4 | $3.65M | Sell |
142,539
-1,445
| -1% | -$37K | 0.48% | 47 |
|
|
2017
Q3 | $4.06M | Buy |
143,984
+42,204
| +41% | +$1.19M | 0.55% | 38 |
|
|
2017
Q2 | $2.32M | Buy |
+101,780
| New | +$2.32M | 0.33% | 97 |
|