Gideon Capital Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-12,709
| Closed | -$1.25M | – | 360 |
|
|
2019
Q3 | $1.25M | Buy |
12,709
+3,793
| +43% | +$373K | 0.41% | 89 |
|
|
2019
Q2 | $1.1M | Buy |
8,916
+5,514
| +162% | +$681K | 0.38% | 98 |
|
|
2019
Q1 | $281K | Buy |
+3,402
| New | +$281K | 0.1% | 288 |
|
|
2018
Q1 | – | Sell |
-9,468
| Closed | -$242K | – | 432 |
|
|
2017
Q4 | $242K | Buy |
+9,468
| New | +$242K | 0.21% | 218 |
|