North Star Investment Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-130
| Closed | -$7K | – | 1330 |
|
|
2022
Q3 | $7K | Hold |
130
| – | – | ﹤0.01% | 867 |
|
|
2022
Q2 | $12K | Hold |
130
| – | – | ﹤0.01% | 790 |
|
|
2022
Q1 | $20K | Buy |
130
+65
| +100% | +$10K | ﹤0.01% | 742 |
|
|
2021
Q4 | $15K | Hold |
65
| – | – | ﹤0.01% | 822 |
|
|
2021
Q3 | $15K | Hold |
65
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $16K | Buy |
+65
| New | +$16K | ﹤0.01% | 771 |
|
|
2020
Q1 | – | Sell |
-125
| Closed | -$14K | – | 1047 |
|
|
2019
Q4 | $14K | Hold |
125
| – | – | ﹤0.01% | 767 |
|
|
2019
Q3 | $12K | Buy |
+125
| New | +$12K | ﹤0.01% | 792 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$13K | – | 1084 |
|
|
2018
Q4 | $13K | Buy |
+200
| New | +$13K | ﹤0.01% | 757 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$10K | – | 1111 |
|
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 856 |
|
|
2018
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 875 |
|