Winslow Evans & Crocker’s Okta OKTA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $140K | Buy |
552
+32
| +6% | +$8.12K | 0.03% | 388 |
|
|
2020
Q3 | $111K | Buy |
520
+40
| +8% | +$8.54K | 0.03% | 345 |
|
|
2020
Q2 | $96K | Hold |
480
| – | – | 0.03% | 364 |
|
|
2020
Q1 | $60K | Sell |
480
-30
| -6% | -$3.75K | 0.02% | 407 |
|
|
2019
Q4 | $60K | Hold |
510
| – | – | 0.02% | 471 |
|
|
2019
Q3 | $52K | Buy |
510
+20
| +4% | +$2.04K | 0.01% | 488 |
|
|
2019
Q2 | $62K | Sell |
490
-150
| -23% | -$19K | 0.02% | 474 |
|
|
2019
Q1 | $54K | Sell |
640
-236
| -27% | -$19.9K | 0.02% | 475 |
|
|
2018
Q4 | $56K | Buy |
+876
| New | +$56K | 0.02% | 446 |
|