GW & Wade’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,142
| Closed | -$256K | – | 406 |
|
|
2021
Q4 | $256K | Sell |
1,142
-2,343
| -67% | -$525K | 0.01% | 349 |
|
|
2021
Q3 | $827K | Sell |
3,485
-55
| -2% | -$13.1K | 0.04% | 201 |
|
|
2021
Q2 | $866K | Sell |
3,540
-274
| -7% | -$67K | 0.04% | 196 |
|
|
2021
Q1 | $841K | Hold |
3,814
| – | – | 0.04% | 180 |
|
|
2020
Q4 | $970K | Buy |
3,814
+4
| +0.1% | +$1.02K | 0.06% | 142 |
|
|
2020
Q3 | $815K | Hold |
3,810
| – | – | 0.06% | 127 |
|
|
2020
Q2 | $763K | Buy |
+3,810
| New | +$763K | 0.06% | 129 |
|