Teamwork Financial 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 |
-4,759
| Closed | -$718K | – | 240 |
|
|
2022
Q1 | $718K | Sell |
4,759
-4,061
| -46% | -$613K | 0.13% | 134 |
|
|
2021
Q4 | $1.98M | Sell |
8,820
-1,928
| -18% | -$432K | 0.36% | 51 |
|
|
2021
Q3 | $2.55M | Sell |
10,748
-48
| -0.4% | -$11.4K | 0.5% | 33 |
|
|
2021
Q2 | $2.64M | Sell |
10,796
-360
| -3% | -$88.1K | 0.54% | 35 |
|
|
2021
Q1 | $2.46M | Sell |
11,156
-634
| -5% | -$140K | 0.58% | 32 |
|
|
2020
Q4 | $3M | Buy |
11,790
+1,097
| +10% | +$279K | 0.71% | 21 |
|
|
2020
Q3 | $2.29M | Sell |
10,693
-99
| -0.9% | -$21.2K | 0.71% | 18 |
|
|
2020
Q2 | $2.16M | Buy |
10,792
+1,056
| +11% | +$211K | 0.77% | 24 |
|
|
2020
Q1 | $1.19M | Buy |
9,736
+1,742
| +22% | +$213K | 0.74% | 28 |
|
|
2019
Q4 | $922K | Buy |
+7,994
| New | +$922K | 0.55% | 40 |
|