MAM
McCarthy Asset Management’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-300
| Closed | -$45K | – | 205 |
|
|
2022
Q1 | $45K | Hold |
300
| – | – | 0.03% | 86 |
|
|
2021
Q4 | $67K | Hold |
300
| – | – | 0.05% | 69 |
|
|
2021
Q3 | $71K | Hold |
300
| – | – | 0.05% | 68 |
|
|
2021
Q2 | $73K | Hold |
300
| – | – | 0.05% | 71 |
|
|
2021
Q1 | $66K | Hold |
300
| – | – | 0.05% | 76 |
|
|
2020
Q4 | $76K | Buy |
+300
| New | +$76K | 0.06% | 70 |
|