Sander 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
Q3 | – | Sell |
-2,077
| Closed | -$508K | – | 16 |
|
|
2021
Q2 | $508K | Sell |
2,077
-73
| -3% | -$17.9K | 0.23% | 13 |
|
|
2021
Q1 | $473K | Buy |
2,150
+533
| +33% | +$117K | 0.25% | 14 |
|
|
2020
Q4 | $411K | Buy |
+1,617
| New | +$411K | 0.2% | 13 |
|
|
2020
Q3 | – | Sell |
-345
| Closed | -$69K | – | 13 |
|
|
2020
Q2 | $69K | Buy |
+345
| New | +$69K | 0.04% | 13 |
|
|
2019
Q3 | – | Sell |
-63,981
| Closed | -$7.89M | – | 10 |
|
|
2019
Q2 | $7.89M | Buy |
63,981
+52,284
| +447% | +$6.45M | 5% | 7 |
|
|
2019
Q1 | $968K | Buy |
+11,697
| New | +$968K | 0.69% | 9 |
|