Washburn Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,338
| Closed | -$300K | – | 64 |
|
|
2021
Q4 | $300K | Buy |
1,338
+20
| +2% | +$4.48K | 0.18% | 45 |
|
|
2021
Q3 | $313K | Sell |
1,318
-795
| -38% | -$189K | 0.2% | 48 |
|
|
2021
Q2 | $517K | Sell |
2,113
-130
| -6% | -$31.8K | 0.35% | 42 |
|
|
2021
Q1 | $494K | Buy |
2,243
+283
| +14% | +$62.3K | 0.34% | 46 |
|
|
2020
Q4 | $498K | Buy |
1,960
+159
| +9% | +$40.4K | 0.35% | 44 |
|
|
2020
Q3 | $385K | Buy |
1,801
+90
| +5% | +$19.2K | 0.3% | 42 |
|
|
2020
Q2 | $343K | Buy |
+1,711
| New | +$343K | 0.32% | 39 |
|