FAFN
First Affirmative Financial Network’s Open Text OTEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,774
| Closed | -$234K | – | 296 |
|
|
2024
Q2 | $234K | Sell |
7,774
-424
| -5% | -$12.7K | 0.16% | 196 |
|
|
2024
Q1 | $318K | Buy |
8,198
+154
| +2% | +$5.98K | 0.23% | 140 |
|
|
2023
Q4 | $338K | Buy |
8,044
+674
| +9% | +$28.3K | 0.27% | 123 |
|
|
2023
Q3 | $259K | Buy |
7,370
+2,153
| +41% | +$75.6K | 0.25% | 128 |
|
|
2023
Q2 | $217K | Buy |
+5,217
| New | +$217K | 0.22% | 156 |
|