Moors & Cabot’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,777
| Closed | -$239K | – | 860 |
|
|
2023
Q1 | $239K | Buy |
+2,777
| New | +$239K | 0.02% | 685 |
|
|
2022
Q1 | – | Sell |
-1,010
| Closed | -$226K | – | 884 |
|
|
2021
Q4 | $226K | Sell |
1,010
-182
| -15% | -$40.7K | 0.01% | 741 |
|
|
2021
Q3 | $284K | Buy |
+1,192
| New | +$284K | 0.02% | 615 |
|