Grace Capital’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $275K | Buy |
1,228
+19
| +2% | +$4.26K | 0.16% | 122 |
|
2021
Q3 | $287K | Buy |
1,209
+59
| +5% | +$14K | 0.18% | 123 |
|
2021
Q2 | $281K | Buy |
1,150
+183
| +19% | +$44.7K | 0.19% | 115 |
|
2021
Q1 | $213K | Buy |
+967
| New | +$213K | 0.14% | 144 |
|
2020
Q4 | – | Sell |
-892
| Closed | -$191K | – | 266 |
|
2020
Q3 | $191K | Buy |
892
+90
| +11% | +$19.3K | 0.15% | 133 |
|
2020
Q2 | $161K | Buy |
+802
| New | +$161K | 0.14% | 132 |
|
2019
Q3 | – | Sell |
-11,473
| Closed | -$1.42M | – | 166 |
|
2019
Q2 | $1.42M | Sell |
11,473
-6,060
| -35% | -$748K | 0.68% | 44 |
|
2019
Q1 | $1.45M | Sell |
17,533
-5,929
| -25% | -$491K | 0.57% | 62 |
|
2018
Q4 | $1.5M | Sell |
23,462
-9,678
| -29% | -$618K | 0.7% | 52 |
|
2018
Q3 | $2.33M | Sell |
33,140
-830
| -2% | -$58.4K | 0.91% | 37 |
|
2018
Q2 | $1.71M | Buy |
+33,970
| New | +$1.71M | 0.65% | 48 |
|