Archford Capital Strategies’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-71
| Closed | -$3K | – | 428 |
|
|
2019
Q2 | $3K | Hold |
71
| – | – | ﹤0.01% | 503 |
|
|
2019
Q1 | $3K | Buy |
71
+13
| +22% | +$549 | ﹤0.01% | 471 |
|
|
2018
Q4 | $2K | Buy |
58
+10
| +21% | +$345 | ﹤0.01% | 470 |
|
|
2018
Q3 | $2K | Sell |
48
-11
| -19% | -$458 | ﹤0.01% | 497 |
|
|
2018
Q2 | $2K | Sell |
59
-12
| -17% | -$407 | ﹤0.01% | 590 |
|
|
2018
Q1 | $3K | Buy |
+71
| New | +$3K | ﹤0.01% | 475 |
|
|
2017
Q2 | – | Sell |
-39
| Closed | -$1K | – | 494 |
|
|
2017
Q1 | $1K | Buy |
+39
| New | +$1K | ﹤0.01% | 660 |
|