SMA
OKLO
Sage Mountain Advisors’s Oklo OKLO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,338
| Closed | -$233K | – | 386 |
|
|
2023
Q2 | $233K | Sell |
22,338
-30,822
| -58% | -$321K | 0.03% | 222 |
|
|
2023
Q1 | $540K | Buy |
53,160
+1,010
| +2% | +$10.3K | 0.09% | 96 |
|
|
2022
Q4 | $517K | Buy |
52,150
+31,991
| +159% | +$317K | 0.12% | 70 |
|
|
2022
Q3 | $197K | Sell |
20,159
-14,140
| -41% | -$138K | 0.05% | 169 |
|
|
2022
Q2 | $331K | Buy |
+34,299
| New | +$331K | 0.06% | 312 |
|