UCMOK
United Capital Management of KS’s Okta OKTA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-12,788
| Closed | -$1.93M | – | 93 |
|
|
2022
Q1 | $1.93M | Buy |
12,788
+607
| +5% | +$91.6K | 0.75% | 51 |
|
|
2021
Q4 | $2.73M | Buy |
12,181
+1,014
| +9% | +$227K | 1.02% | 45 |
|
|
2021
Q3 | $2.65M | Buy |
11,167
+710
| +7% | +$168K | 1.08% | 43 |
|
|
2021
Q2 | $2.56M | Buy |
10,457
+191
| +2% | +$46.7K | 1.04% | 43 |
|
|
2021
Q1 | $2.26M | Sell |
10,266
-2,168
| -17% | -$478K | 1.04% | 43 |
|
|
2020
Q4 | $3.16M | Buy |
12,434
+647
| +5% | +$164K | 1.44% | 28 |
|
|
2020
Q3 | $2.52M | Buy |
11,787
+1,052
| +10% | +$225K | 1.32% | 30 |
|
|
2020
Q2 | $2.15M | Buy |
+10,735
| New | +$2.15M | 1.25% | 34 |
|