Gilman Hill Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,350
| Closed | -$204K | – | 226 |
|
|
2022
Q1 | $204K | Buy |
1,350
+223
| +20% | +$33.7K | 0.05% | 200 |
|
|
2021
Q4 | $253K | Buy |
+1,127
| New | +$253K | 0.06% | 194 |
|
|
2021
Q1 | – | Sell |
-825
| Closed | -$210K | – | 186 |
|
|
2020
Q4 | $210K | Sell |
825
-175
| -18% | -$44.5K | 0.07% | 159 |
|
|
2020
Q3 | $214K | Sell |
1,000
-250
| -20% | -$53.5K | 0.08% | 153 |
|
|
2020
Q2 | $250K | Buy |
+1,250
| New | +$250K | 0.1% | 136 |
|