Sullivan, Bruyette, Speros & Blaney’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $103K | Hold |
466
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $118K | Hold |
466
| – | – | 0.01% | 369 |
|
|
2020
Q3 | $100K | Sell |
466
-132
| -22% | -$28.3K | 0.01% | 351 |
|
|
2020
Q2 | $120K | Buy |
+598
| New | +$120K | 0.01% | 303 |
|
|
2020
Q1 | – | Sell |
-1,542
| Closed | -$178K | – | 331 |
|
|
2019
Q4 | $178K | Hold |
1,542
| – | – | 0.01% | 266 |
|
|
2019
Q3 | $152K | Sell |
1,542
-100
| -6% | -$9.86K | 0.01% | 279 |
|
|
2019
Q2 | $203K | Buy |
+1,642
| New | +$203K | 0.01% | 228 |
|