Values First Advisors’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Hold |
0
| – | -$6 | – | 301 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 389 |
|
|
2021
Q3 | – | Sell |
-1,247
| Closed | -$305K | – | 155 |
|
|
2021
Q2 | $305K | Buy |
1,247
+94
| +8% | +$23K | 0.21% | 128 |
|
|
2021
Q1 | $254K | Buy |
1,153
+63
| +6% | +$13.9K | 0.19% | 128 |
|
|
2020
Q4 | $277K | Buy |
1,090
+23
| +2% | +$5.85K | 0.22% | 124 |
|
|
2020
Q3 | $228K | Buy |
+1,067
| New | +$228K | 0.21% | 126 |
|