HB 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,814
| Closed | -$227K | – | 1075 |
|
|
2024
Q3 | $227K | Buy |
+6,814
| New | +$227K | ﹤0.01% | 840 |
|
|
2024
Q1 | – | Sell |
-5,096
| Closed | -$214K | – | 858 |
|
|
2023
Q4 | $214K | Buy |
+5,096
| New | +$214K | ﹤0.01% | 718 |
|
|
2023
Q3 | – | Sell |
-5,096
| Closed | -$212K | – | 775 |
|
|
2023
Q2 | $212K | Buy |
+5,096
| New | +$212K | ﹤0.01% | 659 |
|