Principal Financial Group’s Open Text OTEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-21,200
Closed -$823K 2431
2024
Q1
$823K Sell
21,200
-18,400
-46% -$740K ﹤0.01% 1896
2023
Q4
$1.67M Sell
39,600
-5,067
-11% -$190K ﹤0.01% 1787
2023
Q3
$1.57M Buy
44,667
+4,900
+12% +$192K ﹤0.01% 1794
2023
Q2
$1.66M Sell
39,767
-1,200
-3% -$48.2K ﹤0.01% 1784
2023
Q1
$1.58M Buy
40,967
+4,967
+14% +$172K ﹤0.01% 1801
2022
Q4
$1.07M Sell
36,000
-1,020
-3% -$28.9K ﹤0.01% 1853
2022
Q3
$984K Sell
37,020
-105,852
-74% -$3.74M ﹤0.01% 1844
2022
Q2
$5.39M Sell
142,872
-95,979
-40% -$3.8M ﹤0.01% 1530
2022
Q1
$10.1M Buy
+238,851
New +$10.6M 0.01% 1364

Other funds holding OTEX