Spearhead Capital Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,447
| Closed | -$218K | – | 201 |
|
|
2022
Q1 | $218K | Sell |
1,447
-246
| -15% | -$37.1K | 0.03% | 182 |
|
|
2021
Q4 | $380K | Buy |
1,693
+20
| +1% | +$4.49K | 0.05% | 126 |
|
|
2021
Q3 | $397K | Sell |
1,673
-7
| -0.4% | -$1.66K | 0.05% | 126 |
|
|
2021
Q2 | $411K | Buy |
1,680
+190
| +13% | +$46.5K | 0.06% | 136 |
|
|
2021
Q1 | $328K | Sell |
1,490
-194
| -12% | -$42.7K | 0.05% | 145 |
|
|
2020
Q4 | $428K | Buy |
1,684
+33
| +2% | +$8.39K | 0.07% | 112 |
|
|
2020
Q3 | $353K | Buy |
1,651
+89
| +6% | +$19K | 0.07% | 109 |
|
|
2020
Q2 | $313K | Buy |
+1,562
| New | +$313K | 0.07% | 98 |
|