Berman Capital Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $2K | Hold |
59
| – | – | ﹤0.01% | 1724 |
|
|
2021
Q2 | $3K | Buy |
59
+15
| +34% | +$763 | ﹤0.01% | 1506 |
|
|
2021
Q1 | $2K | Buy |
44
+23
| +110% | +$1.05K | ﹤0.01% | 1537 |
|
|
2020
Q4 | $0 | Sell |
21
-46
| -69% | – | ﹤0.01% | 1788 |
|
|
2020
Q3 | $2K | Sell |
67
-7
| -9% | -$209 | ﹤0.01% | 1322 |
|
|
2020
Q2 | $3K | Sell |
74
-18
| -20% | -$730 | ﹤0.01% | 1166 |
|
|
2020
Q1 | $3K | Buy |
92
+60
| +188% | +$1.96K | ﹤0.01% | 1055 |
|
|
2019
Q4 | $1K | Buy |
32
+1
| +3% | +$31 | ﹤0.01% | 1366 |
|
|
2019
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 1350 |
|
|
2019
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 1362 |
|
|
2019
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 1248 |
|
|
2018
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1044 |
|