Optimum Investment Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-13
| Closed | -$385 | – | 763 |
|
|
2022
Q4 | $385 | Hold |
13
| – | – | ﹤0.01% | 734 |
|
|
2022
Q3 | $0 | Buy |
+13
| New | – | ﹤0.01% | 843 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$23K | – | 770 |
|
|
2013
Q4 | $23K | Hold |
1,000
| – | – | 0.01% | 494 |
|
|
2013
Q3 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 507 |
|