Fortis Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-24,262
| Closed | -$5.76M | – | 94 |
|
|
2021
Q3 | $5.76M | Buy |
24,262
+59
| +0.2% | +$14K | 3.07% | 2 |
|
|
2021
Q2 | $5.92M | Buy |
+24,203
| New | +$5.92M | 3.01% | 2 |
|
|
2020
Q1 | – | Sell |
-16,371
| Closed | -$1.89M | – | 61 |
|
|
2019
Q4 | $1.89M | Buy |
+16,371
| New | +$1.89M | 1.67% | 25 |
|