Covestor’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 | $37K | Sell |
1,280
-1,237
| -49% | -$35.8K | 0.02% | 1020 |
|
2025
Q1 | $64K | Hold |
2,517
| – | – | 0.04% | 737 |
|
2024
Q4 | $71K | Buy |
2,517
+51
| +2% | +$1.44K | 0.04% | 714 |
|
2024
Q3 | $82K | Hold |
2,466
| – | – | 0.05% | 639 |
|
2024
Q2 | $74K | Buy |
+2,466
| New | +$74K | 0.05% | 674 |
|