Weld Capital Management’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-847
| Closed | -$207K | – | 134 |
|
|
2021
Q2 | $207K | Buy |
+847
| New | +$207K | 0.21% | 205 |
|
|
2021
Q1 | – | Sell |
-4,003
| Closed | -$1.02M | – | 482 |
|
|
2020
Q4 | $1.02M | Buy |
+4,003
| New | +$1.02M | 0.4% | 59 |
|
|
2019
Q3 | – | Sell |
-2,990
| Closed | -$369K | – | 934 |
|
|
2019
Q2 | $369K | Buy |
+2,990
| New | +$369K | 0.07% | 478 |
|