Ranch Capital Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-498
| Closed | -$118K | – | 428 |
|
|
2021
Q3 | $118K | Buy |
498
+443
| +805% | +$105K | 0.07% | 190 |
|
|
2021
Q2 | $13K | Hold |
55
| – | – | 0.01% | 594 |
|
|
2021
Q1 | $12K | Hold |
55
| – | – | 0.01% | 592 |
|
|
2020
Q4 | $13K | Buy |
+55
| New | +$13K | 0.01% | 580 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$12K | – | 961 |
|
|
2020
Q1 | $12K | Buy |
+100
| New | +$12K | 0.01% | 553 |
|