Sowell Financial Services’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-259
| Closed | -$12K | – | 2047 |
|
|
2021
Q1 | $12K | Buy |
259
+15
| +6% | +$695 | ﹤0.01% | 2244 |
|
|
2020
Q4 | $11K | Sell |
244
-46
| -16% | -$2.07K | ﹤0.01% | 1971 |
|
|
2020
Q3 | $12K | Sell |
290
-20
| -6% | -$828 | ﹤0.01% | 1756 |
|
|
2020
Q2 | $13K | Sell |
310
-1,098
| -78% | -$46K | ﹤0.01% | 1602 |
|
|
2020
Q1 | $49K | Buy |
+1,408
| New | +$49K | ﹤0.01% | 1071 |
|