Mid Atlantic Financial Management’s Okta OKTA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$1.14M Sell
4,806
-150
-3% -$35.6K 0.08% 224
2021
Q2
$1.21M Sell
4,956
-170
-3% -$41.6K 0.08% 202
2021
Q1
$1.13M Sell
5,126
-1,978
-28% -$436K 0.08% 209
2020
Q4
$1.81M Buy
7,104
+537
+8% +$137K 0.14% 147
2020
Q3
$1.43M Sell
6,567
-216
-3% -$47K 0.12% 148
2020
Q2
$1.36M Buy
6,783
+400
+6% +$80.1K 0.13% 142
2020
Q1
$780K Sell
6,383
-1,500
-19% -$183K 0.09% 214
2019
Q4
$909K Sell
7,883
-1,360
-15% -$157K 0.09% 245
2019
Q3
$910K Sell
9,243
-670
-7% -$66K 0.1% 218
2019
Q2
$1.22M Buy
9,913
+993
+11% +$123K 0.13% 150
2019
Q1
$738K Buy
8,920
+1,100
+14% +$91K 0.08% 263
2018
Q4
$499K Buy
+7,820
New +$499K 0.06% 334