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 |
|