Cetera Advisor Networks’s Open Text OTEX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-200
| Closed | -$8K | – | 2463 |
|
2020
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 2818 |
|
2015
Q3 | – | Sell |
-13,574
| Closed | -$360K | – | 868 |
|
2015
Q2 | $360K | Hold |
13,574
| – | – | 0.02% | 556 |
|
2015
Q1 | $360K | Buy |
13,574
+2,190
| +19% | +$58.1K | 0.02% | 560 |
|
2014
Q4 | $333K | Buy |
+11,384
| New | +$333K | 0.02% | 568 |
|