EverSource Wealth Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.6K | Sell |
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|
2025
Q2 | $58.6K | Buy |
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|
2025
Q1 | $36.2K | Buy |
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|
2024
Q4 | $19.1K | Sell |
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|
2024
Q3 | $23.6K | Sell |
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|
2024
Q2 | $29.3K | Sell |
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|
2024
Q1 | $77.5K | Buy |
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|
2023
Q4 | $91.9K | Buy |
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|
2023
Q3 | $65K | Sell |
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|
2023
Q2 | $84.3K | Buy |
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|
2023
Q1 | $70.9K | Buy |
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|
2022
Q4 | $50.4K | Sell |
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|
2022
Q3 | $68K | Buy |
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|
2022
Q2 | $58K | Buy |
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|
2022
Q1 | $6K | Buy |
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