Precept Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-1,000
| Closed | -$200K | – | 60 |
|
2020
Q2 | $200K | Sell |
1,000
-29,000
| -97% | -$5.8M | 0.04% | 51 |
|
2020
Q1 | $3.67M | Buy |
30,000
+19,000
| +173% | +$2.32M | 0.45% | 11 |
|
2019
Q4 | $1.27M | Sell |
11,000
-4,000
| -27% | -$461K | 0.61% | 41 |
|
2019
Q3 | $1.48M | Hold |
15,000
| – | – | 0.89% | 21 |
|
2019
Q2 | $1.85M | Hold |
15,000
| – | – | 0.58% | 31 |
|
2019
Q1 | $1.24M | Buy |
+15,000
| New | +$1.24M | 0.56% | 31 |
|