Northeast Financial Consultants’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-900
| Closed | -$202K | – | 400 |
|
|
2021
Q4 | $202K | Sell |
900
-75
| -8% | -$16.8K | 0.01% | 335 |
|
|
2021
Q3 | $232K | Hold |
975
| – | – | 0.02% | 315 |
|
|
2021
Q2 | $238K | Buy |
975
+25
| +3% | +$6.1K | 0.02% | 318 |
|
|
2021
Q1 | $210K | Buy |
950
+50
| +6% | +$11.1K | 0.02% | 312 |
|
|
2020
Q4 | $229K | Sell |
900
-50
| -5% | -$12.7K | 0.02% | 293 |
|
|
2020
Q3 | $202K | Buy |
+950
| New | +$202K | 0.02% | 279 |
|