First Personal Financial Services’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-432
| Closed | -$14K | – | 860 |
|
|
2017
Q2 | $14K | Hold |
432
| – | – | ﹤0.01% | 649 |
|
|
2017
Q1 | $15K | Hold |
432
| – | – | ﹤0.01% | 622 |
|
|
2016
Q4 | $13K | Hold |
432
| – | – | ﹤0.01% | 648 |
|
|
2016
Q3 | $14K | Hold |
432
| – | – | ﹤0.01% | 503 |
|
|
2016
Q2 | $13K | Buy |
+432
| New | +$13K | ﹤0.01% | 503 |
|
|
2015
Q3 | – | Sell |
-46
| Closed | -$1K | – | 481 |
|
|
2015
Q2 | $1K | Hold |
46
| – | – | ﹤0.01% | 442 |
|
|
2015
Q1 | $2K | Hold |
46
| – | – | ﹤0.01% | 455 |
|
|
2014
Q4 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 430 |
|