Piershale Financial Group’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $16.6K | Hold |
400
| – | – | 0.01% | 86 |
|
|
2023
Q1 | $15.4K | Hold |
400
| – | – | 0.01% | 83 |
|
|
2022
Q4 | $11.9K | Buy |
+400
| New | +$11.9K | 0.01% | 101 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$9K | – | 209 |
|
|
2015
Q3 | $9K | Buy |
+400
| New | +$9K | 0.01% | 83 |
|
|
2015
Q2 | – | Sell |
-400
| Closed | -$11K | – | 129 |
|
|
2015
Q1 | $11K | Hold |
400
| – | – | 0.01% | 78 |
|
|
2014
Q4 | $12K | Hold |
400
| – | – | 0.01% | 94 |
|
|
2014
Q3 | $11K | Hold |
400
| – | – | 0.01% | 82 |
|
|
2014
Q2 | $10K | Hold |
400
| – | – | 0.01% | 100 |
|
|
2014
Q1 | $10K | Hold |
400
| – | – | 0.01% | 83 |
|
|
2013
Q4 | $9K | Sell |
400
-8
| -2% | -$180 | 0.01% | 70 |
|
|
2013
Q3 | $7K | Buy |
408
+8
| +2% | +$137 | 0.01% | 80 |
|
|
2013
Q2 | $7K | Buy |
+400
| New | +$7K | 0.01% | 65 |
|