Avantax Advisory Services’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,148
| Closed | -$433K | – | 2108 |
|
|
2024
Q1 | $433K | Buy |
11,148
+23
| +0.2% | +$893 | ﹤0.01% | 1114 |
|
|
2023
Q4 | $467K | Buy |
11,125
+8
| +0.1% | +$336 | ﹤0.01% | 1027 |
|
|
2023
Q3 | $390K | Buy |
11,117
+104
| +0.9% | +$3.65K | ﹤0.01% | 1052 |
|
|
2023
Q2 | $458K | Buy |
11,013
+869
| +9% | +$36.1K | 0.01% | 974 |
|
|
2023
Q1 | $391K | Buy |
10,144
+711
| +8% | +$27.4K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $280K | Buy |
+9,433
| New | +$280K | ﹤0.01% | 1140 |
|