Advisor Group’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $376K | Sell |
8,514
-1,135
| -12% | -$50.1K | ﹤0.01% | 1883 |
|
2019
Q3 | $393K | Sell |
9,649
-935
| -9% | -$38.1K | ﹤0.01% | 1783 |
|
2019
Q2 | $436K | Sell |
10,584
-556
| -5% | -$22.9K | ﹤0.01% | 1710 |
|
2019
Q1 | $429K | Buy |
11,140
+1,636
| +17% | +$63K | ﹤0.01% | 1702 |
|
2018
Q4 | $310K | Sell |
9,504
-3,627
| -28% | -$118K | ﹤0.01% | 1759 |
|
2018
Q3 | $499K | Buy |
13,131
+3,650
| +38% | +$139K | 0.01% | 1470 |
|
2018
Q2 | $334K | Sell |
9,481
-5,546
| -37% | -$195K | ﹤0.01% | 1615 |
|
2018
Q1 | $523K | Buy |
15,027
+5,394
| +56% | +$188K | 0.01% | 1296 |
|
2017
Q4 | $344K | Buy |
9,633
+334
| +4% | +$11.9K | ﹤0.01% | 1594 |
|
2017
Q3 | $301K | Buy |
9,299
+720
| +8% | +$23.3K | ﹤0.01% | 1532 |
|
2017
Q2 | $271K | Buy |
8,579
+529
| +7% | +$16.7K | ﹤0.01% | 1554 |
|
2017
Q1 | $275K | Buy |
8,050
+340
| +4% | +$11.6K | 0.01% | 1439 |
|
2016
Q4 | $238K | Sell |
7,710
-1,482
| -16% | -$45.7K | 0.01% | 1445 |
|
2016
Q3 | $298K | Buy |
9,192
+730
| +9% | +$23.7K | 0.01% | 1275 |
|
2016
Q2 | $249K | Buy |
+8,462
| New | +$249K | 0.01% | 1303 |
|