Schubert & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-25
| Closed | -$2.16K | – | 1046 |
|
|
2023
Q1 | $2.16K | Buy |
25
+10
| +67% | +$862 | ﹤0.01% | 880 |
|
|
2022
Q4 | $1.03K | Buy |
15
+12
| +400% | +$820 | ﹤0.01% | 1169 |
|
|
2022
Q3 | $0 | Sell |
3
-14
| -82% | – | ﹤0.01% | 1512 |
|
|
2022
Q2 | $2K | Buy |
17
+11
| +183% | +$1.29K | ﹤0.01% | 839 |
|
|
2022
Q1 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 837 |
|
|
2021
Q4 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 782 |
|