PA
Perennial Advisors’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-22
| Closed | -$5K | – | 215 |
|
|
2021
Q2 | $5K | Hold |
22
| – | – | ﹤0.01% | 266 |
|
|
2021
Q1 | $5K | Sell |
22
-3
| -12% | -$682 | ﹤0.01% | 260 |
|
|
2020
Q4 | $6K | Buy |
+25
| New | +$6K | ﹤0.01% | 218 |
|
|
2020
Q3 | – | Sell |
-29
| Closed | -$6K | – | 162 |
|
|
2020
Q2 | $6K | Buy |
+29
| New | +$6K | ﹤0.01% | 200 |
|
|
2019
Q1 | – | Sell |
-50
| Closed | -$3K | – | 150 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 199 |
|
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 194 |
|
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 200 |
|
|
2018
Q1 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 194 |
|