R.H. Bluestein & Co’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 |
-1,000
| Closed | -$224K | – | 405 |
|
|
2021
Q4 | $224K | Hold |
1,000
| – | – | 0.01% | 380 |
|
|
2021
Q3 | $237K | Hold |
1,000
| – | – | 0.01% | 367 |
|
|
2021
Q2 | $245K | Hold |
1,000
| – | – | 0.01% | 370 |
|
|
2021
Q1 | $220K | Hold |
1,000
| – | – | 0.01% | 381 |
|
|
2020
Q4 | $254K | Hold |
1,000
| – | – | 0.01% | 321 |
|
|
2020
Q3 | $214K | Sell |
1,000
-1,250
| -56% | -$268K | 0.01% | 316 |
|
|
2020
Q2 | $451K | Buy |
+2,250
| New | +$451K | 0.03% | 163 |
|