Advisor Partners’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,586
| Closed | -$266K | – | 905 |
|
|
2021
Q4 | $266K | Buy |
5,586
+276
| +5% | +$13.1K | 0.02% | 719 |
|
|
2021
Q3 | $259K | Sell |
5,310
-25
| -0.5% | -$1.22K | 0.02% | 686 |
|
|
2021
Q2 | $271K | Buy |
5,335
+65
| +1% | +$3.3K | 0.02% | 683 |
|
|
2021
Q1 | $251K | Buy |
+5,270
| New | +$251K | 0.02% | 692 |
|