Financial Counselors Inc’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-5,633
| Closed | -$267K | – | 525 |
|
|
2021
Q4 | $267K | Hold |
5,633
| – | – | 0.01% | 449 |
|
|
2021
Q3 | $275K | Hold |
5,633
| – | – | 0.01% | 463 |
|
|
2021
Q2 | $286K | Sell |
5,633
-66
| -1% | -$3.35K | 0.01% | 461 |
|
|
2021
Q1 | $272K | Sell |
5,699
-46
| -0.8% | -$2.2K | 0.01% | 460 |
|
|
2020
Q4 | $261K | Buy |
+5,745
| New | +$261K | 0.01% | 462 |
|
|
2015
Q1 | – | Sell |
-9,632
| Closed | -$281K | – | 467 |
|
|
2014
Q4 | $281K | Buy |
+9,632
| New | +$281K | 0.02% | 370 |
|