Mid Atlantic Financial Management’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-9,402
| Closed | -$414K | – | 741 |
|
|
2019
Q4 | $414K | Sell |
9,402
-415
| -4% | -$18.3K | 0.04% | 446 |
|
|
2019
Q3 | $401K | Sell |
9,817
-1,920
| -16% | -$78.4K | 0.04% | 418 |
|
|
2019
Q2 | $484K | Sell |
11,737
-456
| -4% | -$18.8K | 0.05% | 377 |
|
|
2019
Q1 | $469K | Sell |
12,193
-229
| -2% | -$8.81K | 0.05% | 378 |
|
|
2018
Q4 | $405K | Buy |
+12,422
| New | +$405K | 0.05% | 390 |
|