Spire Wealth Management’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-34
| Closed | -$1.32K | – | 2345 |
|
|
2024
Q1 | $1.32K | Buy |
+34
| New | +$1.32K | ﹤0.01% | 2167 |
|
|
2022
Q2 | – | Sell |
-256
| Closed | -$11K | – | 2789 |
|
|
2022
Q1 | $11K | Sell |
256
-406
| -61% | -$17.4K | ﹤0.01% | 2004 |
|
|
2021
Q4 | $31K | Buy |
662
+50
| +8% | +$2.34K | ﹤0.01% | 1937 |
|
|
2021
Q3 | $30K | Hold |
612
| – | – | ﹤0.01% | 1692 |
|
|
2021
Q2 | $31K | Hold |
612
| – | – | ﹤0.01% | 1687 |
|
|
2021
Q1 | $29K | Buy |
+612
| New | +$29K | ﹤0.01% | 1979 |
|