First Foundation Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-976
| Closed | -$219K | – | 448 |
|
|
2021
Q4 | $219K | Buy |
976
+18
| +2% | +$4.04K | 0.01% | 402 |
|
|
2021
Q3 | $227K | Sell |
958
-4
| -0.4% | -$948 | 0.01% | 397 |
|
|
2021
Q2 | $235K | Buy |
+962
| New | +$235K | 0.01% | 398 |
|
|
2021
Q1 | – | Sell |
-974
| Closed | -$248K | – | 430 |
|
|
2020
Q4 | $248K | Buy |
+974
| New | +$248K | 0.01% | 357 |
|