Wimmer Associates 1’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 |
-1,410
| Closed | -$316K | – | 120 |
|
|
2021
Q4 | $316K | Buy |
1,410
+30
| +2% | +$6.72K | 0.17% | 98 |
|
|
2021
Q3 | $328K | Buy |
1,380
+265
| +24% | +$63K | 0.19% | 95 |
|
|
2021
Q2 | $273K | Buy |
1,115
+205
| +23% | +$50.2K | 0.16% | 102 |
|
|
2021
Q1 | $201K | Hold |
910
| – | – | 0.11% | 121 |
|
|
2020
Q4 | $231K | Buy |
+910
| New | +$231K | 0.14% | 104 |
|