Simplicity Solutions’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.38M | Sell |
15,257
-17,610
| -54% | -$1.59M | 0.04% | 373 |
|
|
2023
Q3 | $2.68M | Sell |
32,867
-1,058
| -3% | -$86.2K | 0.09% | 210 |
|
|
2023
Q2 | $2.35M | Buy |
33,925
+16,204
| +91% | +$1.12M | 0.06% | 271 |
|
|
2023
Q1 | $1.53M | Buy |
+17,721
| New | +$1.53M | 0.04% | 377 |
|
|
2022
Q1 | – | Sell |
-1,896
| Closed | -$426K | – | 644 |
|
|
2021
Q4 | $426K | Buy |
1,896
+827
| +77% | +$186K | 0.05% | 426 |
|
|
2021
Q3 | $254K | Buy |
1,069
+61
| +6% | +$14.5K | 0.04% | 495 |
|
|
2021
Q2 | $247K | Buy |
+1,008
| New | +$247K | 0.05% | 445 |
|
|
2021
Q1 | – | Sell |
-23,033
| Closed | -$5.86M | – | 815 |
|
|
2020
Q4 | $5.86M | Buy |
23,033
+4,625
| +25% | +$1.18M | 0.09% | 208 |
|
|
2020
Q3 | $3.94M | Buy |
18,408
+3,744
| +26% | +$801K | 0.07% | 226 |
|
|
2020
Q2 | $2.94M | Buy |
+14,664
| New | +$2.94M | 0.06% | 245 |
|