Icon Wealth Partners’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,201
| Closed | -$46K | – | 588 |
|
|
2019
Q1 | $46K | Buy |
+1,201
| New | +$46K | 0.02% | 371 |
|
|
2018
Q3 | – | Sell |
-1,504
| Closed | -$53K | – | 590 |
|
|
2018
Q2 | $53K | Buy |
+1,504
| New | +$53K | 0.02% | 370 |
|
|
2018
Q1 | – | Sell |
-1,411
| Closed | -$50K | – | 591 |
|
|
2017
Q4 | $50K | Buy |
+1,411
| New | +$50K | 0.02% | 417 |
|