MLL
Moody Lynn & Lieberson’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,161
| Closed | -$326K | – | 237 |
|
|
2022
Q1 | $326K | Buy |
2,161
+38
| +2% | +$5.73K | 0.02% | 194 |
|
|
2021
Q4 | $476K | Buy |
2,123
+5
| +0.2% | +$1.12K | 0.03% | 172 |
|
|
2021
Q3 | $503K | Hold |
2,118
| – | – | 0.04% | 154 |
|
|
2021
Q2 | $518K | Hold |
2,118
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $467K | Buy |
2,118
+8
| +0.4% | +$1.76K | 0.04% | 162 |
|
|
2020
Q4 | $536K | Buy |
2,110
+80
| +4% | +$20.3K | 0.05% | 143 |
|
|
2020
Q3 | $434K | Sell |
2,030
-65
| -3% | -$13.9K | 0.04% | 141 |
|
|
2020
Q2 | $419K | Buy |
+2,095
| New | +$419K | 0.05% | 135 |
|
|
2019
Q3 | – | Sell |
-18,665
| Closed | -$2.31M | – | 188 |
|
|
2019
Q2 | $2.31M | Sell |
18,665
-4,090
| -18% | -$505K | 0.25% | 76 |
|
|
2019
Q1 | $1.88M | Buy |
+22,755
| New | +$1.88M | 0.22% | 81 |
|