Cornerstone Planning Group’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Buy |
449
+21
| +5% | +$602 | ﹤0.01% | 502 |
|
|
2025
Q1 | $11.1K | Buy |
428
+15
| +4% | +$388 | ﹤0.01% | 542 |
|
|
2024
Q4 | $11.8K | Buy |
413
+13
| +3% | +$373 | ﹤0.01% | 392 |
|
|
2024
Q3 | $13.5K | Hold |
400
| – | – | ﹤0.01% | 365 |
|
|
2024
Q2 | $11.4K | Sell |
400
-4
| -1% | -$114 | ﹤0.01% | 410 |
|
|
2024
Q1 | $12.2K | Hold |
404
| – | – | ﹤0.01% | 373 |
|
|
2023
Q4 | $17K | Hold |
404
| – | – | 0.01% | 339 |
|
|
2023
Q3 | $14.2K | Buy |
+404
| New | +$14.2K | 0.01% | 355 |
|
|
2022
Q4 | $13K | Buy |
+400
| New | +$13K | 0.01% | 561 |
|