Pinnacle Associates’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 |
-1,200
| Closed | -$269K | – | 807 |
|
|
2021
Q4 | $269K | Sell |
1,200
-2
| -0.2% | -$448 | ﹤0.01% | 689 |
|
|
2021
Q3 | $285K | Buy |
1,202
+202
| +20% | +$47.9K | 0.01% | 658 |
|
|
2021
Q2 | $245K | Sell |
1,000
-76
| -7% | -$18.6K | ﹤0.01% | 691 |
|
|
2021
Q1 | $237K | Hold |
1,076
| – | – | ﹤0.01% | 672 |
|
|
2020
Q4 | $274K | Hold |
1,076
| – | – | 0.01% | 610 |
|
|
2020
Q3 | $230K | Hold |
1,076
| – | – | 0.01% | 611 |
|
|
2020
Q2 | $215K | Buy |
+1,076
| New | +$215K | 0.01% | 625 |
|