Mezzasalma Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,230
| Closed | -$338K | – | 96 |
|
|
2024
Q1 | $338K | Sell |
3,230
-1,390
| -30% | -$145K | 0.16% | 69 |
|
|
2023
Q4 | $418K | Sell |
4,620
-60
| -1% | -$5.43K | 0.23% | 51 |
|
|
2023
Q3 | $381K | Hold |
4,680
| – | – | 0.24% | 52 |
|
|
2023
Q2 | $325K | Hold |
4,680
| – | – | 0.2% | 61 |
|
|
2023
Q1 | $404K | Sell |
4,680
-270
| -5% | -$23.3K | 0.29% | 51 |
|
|
2022
Q4 | $338K | Sell |
4,950
-860
| -15% | -$58.8K | 0.3% | 56 |
|
|
2022
Q3 | $330K | Hold |
5,810
| – | – | 0.26% | 52 |
|
|
2022
Q2 | $525K | Hold |
5,810
| – | – | 0.44% | 37 |
|
|
2022
Q1 | $877K | Sell |
5,810
-300
| -5% | -$45.3K | 0.55% | 31 |
|
|
2021
Q4 | $1.37M | Sell |
6,110
-10
| -0.2% | -$2.24K | 0.74% | 30 |
|
|
2021
Q3 | $1.45M | Hold |
6,120
| – | – | 0.82% | 27 |
|
|
2021
Q2 | $1.5M | Hold |
6,120
| – | – | 0.82% | 27 |
|
|
2021
Q1 | $1.35M | Hold |
6,120
| – | – | 0.86% | 27 |
|
|
2020
Q4 | $1.56M | Buy |
+6,120
| New | +$1.56M | 1% | 26 |
|