Beaird Harris Wealth Management’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 | $18.1K | Hold |
618
| – | – | ﹤0.01% | 339 |
|
|
2025
Q1 | $15.6K | Hold |
618
| – | – | ﹤0.01% | 325 |
|
|
2024
Q4 | $17.5K | Hold |
618
| – | – | ﹤0.01% | 317 |
|
|
2024
Q3 | $20.6K | Sell |
618
-1
| -0.2% | -$33 | ﹤0.01% | 291 |
|
|
2024
Q2 | $18.6K | Buy |
619
+1
| +0.2% | +$30 | ﹤0.01% | 307 |
|
|
2024
Q1 | $24K | Hold |
618
| – | – | ﹤0.01% | 263 |
|
|
2023
Q4 | $26K | Hold |
618
| – | – | ﹤0.01% | 242 |
|
|
2023
Q3 | $21.7K | Hold |
618
| – | – | ﹤0.01% | 231 |
|
|
2023
Q2 | $25.7K | Hold |
618
| – | – | ﹤0.01% | 213 |
|
|
2023
Q1 | $23.8K | Hold |
618
| – | – | ﹤0.01% | 214 |
|
|
2022
Q4 | $18.3K | Hold |
618
| – | – | ﹤0.01% | 265 |
|
|
2022
Q3 | $16K | Hold |
618
| – | – | ﹤0.01% | 248 |
|
|
2022
Q2 | $23K | Hold |
618
| – | – | 0.01% | 196 |
|
|
2022
Q1 | $26K | Hold |
618
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $29K | Buy |
+618
| New | +$29K | 0.01% | 285 |
|