Global Retirement Partners’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32K | Buy |
+285
| New | +$8.32K | ﹤0.01% | 2692 |
|
|
2024
Q4 | $8.07K | Sell |
285
-176
| -38% | -$4.98K | ﹤0.01% | 2477 |
|
|
2024
Q3 | $15.3K | Sell |
461
-199
| -30% | -$6.62K | ﹤0.01% | 2120 |
|
|
2024
Q2 | $19.8K | Buy |
660
+15
| +2% | +$451 | ﹤0.01% | 1987 |
|
|
2024
Q1 | $25K | Hold |
645
| – | – | ﹤0.01% | 1715 |
|
|
2023
Q4 | $26K | Buy |
645
+207
| +47% | +$8.35K | ﹤0.01% | 1634 |
|
|
2023
Q3 | $15.2K | Hold |
438
| – | – | ﹤0.01% | 1776 |
|
|
2023
Q2 | $18.2K | Hold |
438
| – | – | ﹤0.01% | 1704 |
|
|
2023
Q1 | $16.5K | Sell |
438
-10
| -2% | -$376 | ﹤0.01% | 1720 |
|
|
2022
Q4 | $13.3K | Sell |
448
-70
| -14% | -$2.08K | ﹤0.01% | 1656 |
|
|
2022
Q3 | $15K | Buy |
518
+452
| +685% | +$13.1K | ﹤0.01% | 1519 |
|
|
2022
Q2 | $2K | Hold |
66
| – | – | ﹤0.01% | 2237 |
|
|
2022
Q1 | $3K | Sell |
66
-110
| -63% | -$5K | ﹤0.01% | 2077 |
|
|
2021
Q4 | $8K | Buy |
176
+63
| +56% | +$2.86K | 0.01% | 163 |
|
|
2021
Q3 | $6K | Buy |
113
+17
| +18% | +$903 | ﹤0.01% | 1568 |
|
|
2021
Q2 | $5K | Buy |
96
+15
| +19% | +$781 | ﹤0.01% | 1575 |
|
|
2021
Q1 | $4K | Hold |
81
| – | – | ﹤0.01% | 1532 |
|
|
2020
Q4 | $4K | Sell |
81
-40
| -33% | -$1.98K | ﹤0.01% | 1494 |
|
|
2020
Q3 | $5K | Hold |
121
| – | – | ﹤0.01% | 1326 |
|
|
2020
Q2 | $5K | Sell |
121
-493
| -80% | -$20.4K | ﹤0.01% | 1297 |
|
|
2020
Q1 | $21K | Sell |
614
-20
| -3% | -$684 | ﹤0.01% | 794 |
|
|
2019
Q4 | $28K | Sell |
634
-29
| -4% | -$1.28K | ﹤0.01% | 824 |
|
|
2019
Q3 | $27K | Buy |
663
+170
| +34% | +$6.92K | ﹤0.01% | 796 |
|
|
2019
Q2 | $20K | Sell |
493
-142
| -22% | -$5.76K | ﹤0.01% | 895 |
|
|
2019
Q1 | $24K | Hold |
635
| – | – | 0.01% | 760 |
|
|
2018
Q4 | $21K | Hold |
635
| – | – | 0.01% | 732 |
|
|
2018
Q3 | $24K | Sell |
635
-380
| -37% | -$14.4K | 0.01% | 756 |
|
|
2018
Q2 | $36K | Hold |
1,015
| – | – | 0.01% | 624 |
|
|
2018
Q1 | $35K | Hold |
1,015
| – | – | 0.01% | 616 |
|
|
2017
Q4 | $36K | Buy |
1,015
+85
| +9% | +$3.02K | 0.01% | 589 |
|
|
2017
Q3 | $30K | Hold |
930
| – | – | 0.01% | 539 |
|
|
2017
Q2 | $29K | Sell |
930
-100
| -10% | -$3.12K | 0.01% | 511 |
|
|
2017
Q1 | $35K | Hold |
1,030
| – | – | 0.02% | 432 |
|
|
2016
Q4 | $32K | Buy |
+1,030
| New | +$32K | 0.02% | 421 |
|