Mascoma Wealth Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$5K | – | 620 |
|
|
2022
Q2 | $5K | Sell |
50
-200
| -80% | -$20K | ﹤0.01% | 503 |
|
|
2022
Q1 | $38K | Hold |
250
| – | – | 0.01% | 303 |
|
|
2021
Q4 | $56K | Buy |
250
+50
| +25% | +$11.2K | 0.02% | 210 |
|
|
2021
Q3 | $47K | Buy |
+200
| New | +$47K | 0.02% | 211 |
|
|
2021
Q2 | – | Sell |
-600
| Closed | -$132K | – | 340 |
|
|
2021
Q1 | $132K | Buy |
+600
| New | +$132K | 0.06% | 128 |
|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$148K | – | 261 |
|
|
2019
Q2 | $148K | Hold |
1,200
| – | – | 0.09% | 95 |
|
|
2019
Q1 | $99K | Hold |
1,200
| – | – | 0.07% | 105 |
|
|
2018
Q4 | $77K | Hold |
1,200
| – | – | 0.06% | 120 |
|
|
2018
Q3 | $84K | Hold |
1,200
| – | – | 0.06% | 132 |
|
|
2018
Q2 | $60K | Hold |
1,200
| – | – | 0.04% | 142 |
|
|
2018
Q1 | $48K | Buy |
+1,200
| New | +$48K | 0.03% | 153 |
|