Thompson Davis & Co’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $26K | Sell |
370
-330
| -47% | -$23.2K | 0.06% | 291 |
|
|
2018
Q2 | $35K | Buy |
700
+200
| +40% | +$10K | 0.08% | 241 |
|
|
2018
Q1 | $20K | Buy |
+500
| New | +$20K | 0.05% | 296 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$14K | – | 950 |
|
|
2017
Q3 | $14K | Sell |
500
-850
| -63% | -$23.8K | 0.02% | 592 |
|
|
2017
Q2 | $31K | Buy |
+1,350
| New | +$31K | 0.05% | 326 |
|