KOCAA
Knights of Columbus Asset Advisors’s Okta OKTA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-17,027
| Closed | -$4.33M | – | 345 |
|
2020
Q4 | $4.33M | Buy |
17,027
+5,711
| +50% | +$1.45M | 0.46% | 71 |
|
2020
Q3 | $2.42M | Buy |
+11,316
| New | +$2.42M | 0.3% | 115 |
|
2020
Q2 | – | Sell |
-14,758
| Closed | -$1.8M | – | 392 |
|
2020
Q1 | $1.8M | Buy |
14,758
+5,214
| +55% | +$637K | 0.23% | 134 |
|
2019
Q4 | $1.1M | Buy |
+9,544
| New | +$1.1M | 0.1% | 311 |
|