Pathstone Family Office’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $262K | Buy |
+3,209
| New | +$262K | ﹤0.01% | 1367 |
|
|
2021
Q4 | – | Sell |
-952
| Closed | -$226K | – | 923 |
|
|
2021
Q3 | $226K | Sell |
952
-16
| -2% | -$3.8K | 0.01% | 777 |
|
|
2021
Q2 | $237K | Buy |
968
+32
| +3% | +$7.84K | 0.01% | 716 |
|
|
2021
Q1 | $206K | Buy |
+936
| New | +$206K | 0.01% | 604 |
|