Trivium Point Advisory’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 |
-2,552
| Closed | -$383K | – | 228 |
|
|
2022
Q1 | $383K | Sell |
2,552
-273
| -10% | -$41K | 0.09% | 181 |
|
|
2021
Q4 | $633K | Buy |
2,825
+259
| +10% | +$58K | 0.13% | 149 |
|
|
2021
Q3 | $600K | Buy |
2,566
+137
| +6% | +$32K | 0.14% | 142 |
|
|
2021
Q2 | $594K | Buy |
2,429
+204
| +9% | +$49.9K | 0.15% | 143 |
|
|
2021
Q1 | $490K | Buy |
2,225
+102
| +5% | +$22.5K | 0.13% | 148 |
|
|
2020
Q4 | $533K | Buy |
2,123
+232
| +12% | +$58.2K | 0.15% | 135 |
|
|
2020
Q3 | $404K | Buy |
1,891
+218
| +13% | +$46.6K | 0.14% | 130 |
|
|
2020
Q2 | $347K | Buy |
+1,673
| New | +$347K | 0.14% | 129 |
|