Advisornet Financial’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37K | Hold |
47
| – | – | ﹤0.01% | 1872 |
|
|
2025
Q1 | $1.19K | Hold |
47
| – | – | ﹤0.01% | 1843 |
|
|
2024
Q4 | $1.33K | Hold |
47
| – | – | ﹤0.01% | 1648 |
|
|
2024
Q3 | $1.56K | Hold |
47
| – | – | ﹤0.01% | 1814 |
|
|
2024
Q2 | $1.41K | Hold |
47
| – | – | ﹤0.01% | 1698 |
|
|
2024
Q1 | $1.83K | Sell |
47
-4
| -8% | -$155 | ﹤0.01% | 1608 |
|
|
2023
Q4 | $2.14K | Hold |
51
| – | – | ﹤0.01% | 1693 |
|
|
2023
Q3 | $1.79K | Sell |
51
-321
| -86% | -$11.3K | ﹤0.01% | 1666 |
|
|
2023
Q2 | $15.5K | Sell |
372
-16
| -4% | -$665 | ﹤0.01% | 1191 |
|
|
2023
Q1 | $15K | Sell |
388
-117
| -23% | -$4.51K | ﹤0.01% | 1173 |
|
|
2022
Q4 | $15K | Sell |
505
-8
| -2% | -$237 | ﹤0.01% | 1160 |
|
|
2022
Q3 | $14K | Sell |
513
-116
| -18% | -$3.17K | ﹤0.01% | 1218 |
|
|
2022
Q2 | $24K | Sell |
629
-1,167
| -65% | -$44.5K | ﹤0.01% | 1065 |
|
|
2022
Q1 | $76K | Buy |
1,796
+959
| +115% | +$40.6K | ﹤0.01% | 823 |
|
|
2021
Q4 | $40K | Buy |
837
+406
| +94% | +$19.4K | ﹤0.01% | 1081 |
|
|
2021
Q3 | $21K | Buy |
431
+427
| +10,675% | +$20.8K | ﹤0.01% | 1231 |
|
|
2021
Q2 | $0 | Sell |
4
-337
| -99% | – | ﹤0.01% | 1827 |
|
|
2021
Q1 | $16K | Hold |
341
| – | – | ﹤0.01% | 1237 |
|
|
2020
Q4 | $16K | Buy |
341
+337
| +8,425% | +$15.8K | ﹤0.01% | 1176 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1818 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1867 |
|
|
2020
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1888 |
|
|
2019
Q4 | – | Sell |
-245
| Closed | -$10K | – | 1947 |
|
|
2019
Q3 | $10K | Hold |
245
| – | – | ﹤0.01% | 1375 |
|
|
2019
Q2 | $10K | Hold |
245
| – | – | ﹤0.01% | 1236 |
|
|
2019
Q1 | $9K | Sell |
245
-1,505
| -86% | -$55.3K | ﹤0.01% | 1208 |
|
|
2018
Q4 | $57K | Sell |
1,750
-4,850
| -73% | -$158K | 0.01% | 655 |
|
|
2018
Q3 | $251K | Buy |
6,600
+3,335
| +102% | +$127K | 0.03% | 384 |
|
|
2018
Q2 | $115K | Buy |
+3,265
| New | +$115K | 0.02% | 493 |
|