Partners Capital Investment Group’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19,863
| Closed | -$1.8M | – | 142 |
|
|
2022
Q2 | $1.8M | Hold |
19,863
| – | – | 0.12% | 87 |
|
|
2022
Q1 | $3M | Buy |
19,863
+1,430
| +8% | +$216K | 0.15% | 85 |
|
|
2021
Q4 | $4.13M | Buy |
18,433
+3,854
| +26% | +$864K | 0.19% | 87 |
|
|
2021
Q3 | $3.46M | Buy |
14,579
+2,592
| +22% | +$615K | 0.16% | 79 |
|
|
2021
Q2 | $2.93M | Buy |
11,987
+1,314
| +12% | +$322K | 0.13% | 92 |
|
|
2021
Q1 | $2.35M | Buy |
10,673
+2,826
| +36% | +$623K | 0.1% | 106 |
|
|
2020
Q4 | $2M | Buy |
+7,847
| New | +$2M | 0.11% | 95 |
|