Focused Wealth Management’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-28
| Closed | -$1K | – | 692 |
|
|
2016
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 628 |
|
|
2016
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 600 |
|
|
2015
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 625 |
|
|
2015
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 629 |
|
|
2015
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 618 |
|
|
2015
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 635 |
|
|
2014
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 621 |
|
|
2014
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 632 |
|
|
2014
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 626 |
|
|
2014
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 590 |
|
|
2013
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 591 |
|