EverSource Wealth Advisors’s Open Text OTEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.6K | Buy |
2,005
+570
| +40% | +$16.6K | ﹤0.01% | 1511 |
|
|
2025
Q1 | $36.2K | Buy |
1,435
+761
| +113% | +$19.2K | ﹤0.01% | 1396 |
|
|
2024
Q4 | $19.1K | Sell |
674
-34
| -5% | -$963 | ﹤0.01% | 1651 |
|
|
2024
Q3 | $23.6K | Sell |
708
-221
| -24% | -$7.36K | ﹤0.01% | 1410 |
|
|
2024
Q2 | $29.3K | Sell |
929
-1,266
| -58% | -$39.9K | ﹤0.01% | 1331 |
|
|
2024
Q1 | $77.5K | Buy |
2,195
+9
| +0.4% | +$318 | 0.01% | 807 |
|
|
2023
Q4 | $91.9K | Buy |
2,186
+334
| +18% | +$14K | 0.01% | 670 |
|
|
2023
Q3 | $65K | Sell |
1,852
-178
| -9% | -$6.25K | 0.01% | 722 |
|
|
2023
Q2 | $84.3K | Buy |
2,030
+191
| +10% | +$7.94K | 0.01% | 641 |
|
|
2023
Q1 | $70.9K | Buy |
1,839
+137
| +8% | +$5.28K | 0.01% | 663 |
|
|
2022
Q4 | $50.4K | Sell |
1,702
-876
| -34% | -$26K | 0.01% | 758 |
|
|
2022
Q3 | $68K | Buy |
2,578
+1,038
| +67% | +$27.4K | 0.02% | 551 |
|
|
2022
Q2 | $58K | Buy |
1,540
+1,402
| +1,016% | +$52.8K | 0.02% | 577 |
|
|
2022
Q1 | $6K | Buy |
+138
| New | +$6K | ﹤0.01% | 1187 |
|