Bell Investment Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-29
| Closed | -$1.02K | – | 1968 |
|
|
2023
Q3 | $1.02K | Sell |
29
-9
| -24% | -$316 | ﹤0.01% | 1566 |
|
|
2023
Q2 | $1.58K | Hold |
38
| – | – | ﹤0.01% | 1410 |
|
|
2023
Q1 | $1.47K | Buy |
38
+27
| +245% | +$1.04K | ﹤0.01% | 1408 |
|
|
2022
Q4 | $326 | Hold |
11
| – | – | ﹤0.01% | 1920 |
|
|
2022
Q3 | $0 | Hold |
11
| – | – | ﹤0.01% | 1886 |
|
|
2022
Q2 | $0 | Buy |
+11
| New | – | ﹤0.01% | 1801 |
|
|
2021
Q4 | $6K | Buy |
119
+107
| +892% | +$5.4K | ﹤0.01% | 701 |
|
|
2021
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1499 |
|