SimplyRich’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,292
| Closed | -$209K | – | 227 |
|
|
2024
Q3 | $209K | Sell |
6,292
-911
| -13% | -$30.3K | 0.06% | 216 |
|
|
2024
Q2 | $216K | Sell |
7,203
-104
| -1% | -$3.12K | 0.07% | 174 |
|
|
2024
Q1 | $284K | Sell |
7,307
-98
| -1% | -$3.81K | 0.09% | 156 |
|
|
2023
Q4 | $311K | Sell |
7,405
-13
| -0.2% | -$546 | 0.11% | 140 |
|
|
2023
Q3 | $260K | Hold |
7,418
| – | – | 0.13% | 127 |
|
|
2023
Q2 | $308K | Hold |
7,418
| – | – | 0.11% | 143 |
|
|
2023
Q1 | $285K | Hold |
7,418
| – | – | 0.11% | 144 |
|
|
2022
Q4 | $219K | Buy |
+7,418
| New | +$219K | 0.09% | 161 |
|