Caldwell Trust’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-88
|
|
||||
|
2022
Q2 | $3.33K | Hold |
88
|
|
||||
|
2022
Q1 | $3.73K | Hold |
88
|
|
||||
|
2021
Q4 | $4.18K | Hold |
88
|
|
||||
|
2021
Q3 | $4.29K | Hold |
88
|
|
||||
|
2021
Q2 | $4.47K | Hold |
88
|
|
||||
|
2021
Q1 | $4.2K | Hold |
88
|
|
||||
|
2020
Q4 | $4K | Hold |
88
|
|
||||
|
2020
Q3 | $3.72K | Hold |
88
|
|
||||
|
2020
Q2 | $3.74K | Hold |
88
|
|
||||
|
2020
Q1 | $3.07K | Hold |
88
|
|
||||
|
2019
Q4 | $3.88K | Buy |
+88
|
|