Symphony Asset Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-2,600
| Closed | -$256K | – | 189 |
|
|
2019
Q3 | $256K | Buy |
+2,600
| New | +$256K | 0.06% | 145 |
|
|
2018
Q4 | – | Sell |
-4,467
| Closed | -$315K | – | 204 |
|
|
2018
Q3 | $315K | Sell |
4,467
-1,469
| -25% | -$104K | 0.08% | 138 |
|
|
2018
Q2 | $288K | Sell |
5,936
-10,812
| -65% | -$525K | 0.06% | 191 |
|
|
2018
Q1 | $667K | Buy |
+16,748
| New | +$667K | 0.09% | 209 |
|