Geneva Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-5,385
| Closed | -$1.19M | – | 99 |
|
2021
Q1 | $1.19M | Sell |
5,385
-3,320
| -38% | -$732K | 0.61% | 44 |
|
2020
Q4 | $2.21M | Sell |
8,705
-6,062
| -41% | -$1.54M | 1.17% | 34 |
|
2020
Q3 | $3.16M | Sell |
14,767
-7,073
| -32% | -$1.51M | 1.93% | 20 |
|
2020
Q2 | $4.37M | Buy |
+21,840
| New | +$4.37M | 3.07% | 8 |
|