Ironwood Investment Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-4,460
| Closed | -$954K | – | 170 |
|
|
2020
Q3 | $954K | Sell |
4,460
-8
| -0.2% | -$1.71K | 0.68% | 45 |
|
|
2020
Q2 | $895K | Sell |
4,468
-25
| -0.6% | -$5.01K | 0.7% | 48 |
|
|
2020
Q1 | $549K | Sell |
4,493
-3,778
| -46% | -$462K | 0.55% | 68 |
|
|
2019
Q4 | $954K | Sell |
8,271
-609
| -7% | -$70.2K | 0.66% | 44 |
|
|
2019
Q3 | $874K | Sell |
8,880
-36
| -0.4% | -$3.54K | 0.65% | 47 |
|
|
2019
Q2 | $1.1M | Sell |
8,916
-5
| -0.1% | -$617 | 0.86% | 33 |
|
|
2019
Q1 | $738K | Sell |
8,921
-223
| -2% | -$18.4K | 0.6% | 60 |
|
|
2018
Q4 | $583K | Buy |
+9,144
| New | +$583K | 0.54% | 68 |
|