JFS Wealth Advisors’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 | $1.08K | Buy |
37
+24
| +185% | +$701 | ﹤0.01% | 1554 |
|
|
2025
Q1 | $329 | Sell |
13
-65
| -83% | -$1.65K | ﹤0.01% | 1807 |
|
|
2024
Q4 | $2.21K | Buy |
78
+15
| +24% | +$425 | ﹤0.01% | 1438 |
|
|
2024
Q3 | $2.1K | Hold |
63
| – | – | ﹤0.01% | 1466 |
|
|
2024
Q2 | $1.89K | Sell |
63
-23
| -27% | -$691 | ﹤0.01% | 1452 |
|
|
2024
Q1 | $3.34K | Hold |
86
| – | – | ﹤0.01% | 1254 |
|
|
2023
Q4 | $3.61K | Buy |
86
+23
| +37% | +$967 | ﹤0.01% | 1188 |
|
|
2023
Q3 | $2.21K | Sell |
63
-18
| -22% | -$632 | ﹤0.01% | 1321 |
|
|
2023
Q2 | $3.37K | Buy |
81
+18
| +29% | +$748 | ﹤0.01% | 1190 |
|
|
2023
Q1 | $2.43K | Buy |
63
+1
| +2% | +$39 | ﹤0.01% | 1288 |
|
|
2022
Q4 | $1.84K | Buy |
62
+55
| +786% | +$1.63K | ﹤0.01% | 1403 |
|
|
2022
Q3 | $0 | Sell |
7
-92
| -93% | – | ﹤0.01% | 1869 |
|
|
2022
Q2 | $4K | Sell |
99
-94
| -49% | -$3.8K | ﹤0.01% | 1102 |
|
|
2022
Q1 | $8K | Hold |
193
| – | – | ﹤0.01% | 877 |
|
|
2021
Q4 | $9K | Sell |
193
-171
| -47% | -$7.97K | ﹤0.01% | 705 |
|
|
2021
Q3 | $18K | Buy |
+364
| New | +$18K | ﹤0.01% | 561 |
|