Chicago Partners Investment Group’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-580
| Closed | -$19K | – | 728 |
|
|
2018
Q3 | $19K | Hold |
580
| – | – | ﹤0.01% | 696 |
|
|
2018
Q2 | $20K | Hold |
580
| – | – | ﹤0.01% | 663 |
|
|
2018
Q1 | $20K | Hold |
580
| – | – | ﹤0.01% | 635 |
|
|
2017
Q4 | $21K | Hold |
580
| – | – | ﹤0.01% | 608 |
|
|
2017
Q3 | $19K | Sell |
580
-290
| -33% | -$9.5K | ﹤0.01% | 637 |
|
|
2017
Q2 | $36K | Buy |
+870
| New | +$36K | 0.01% | 432 |
|