Symmetry Partners’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,110
| Closed | -$221K | – | 536 |
|
|
2024
Q1 | $221K | Buy |
+2,110
| New | +$221K | 0.02% | 510 |
|
|
2022
Q1 | – | Sell |
-942
| Closed | -$211K | – | 596 |
|
|
2021
Q4 | $211K | Buy |
+942
| New | +$211K | 0.01% | 590 |
|
|
2020
Q1 | – | Sell |
-4,776
| Closed | -$551K | – | 338 |
|
|
2019
Q4 | $551K | Buy |
4,776
+1,066
| +29% | +$123K | 0.11% | 139 |
|
|
2019
Q3 | $365K | Buy |
3,710
+1,098
| +42% | +$108K | 0.08% | 222 |
|
|
2019
Q2 | $323K | Sell |
2,612
-2,812
| -52% | -$348K | 0.07% | 237 |
|
|
2019
Q1 | $449K | Buy |
5,424
+3,485
| +180% | +$288K | 0.08% | 170 |
|
|
2018
Q4 | $124K | Buy |
+1,939
| New | +$124K | 0.03% | 314 |
|