TA
Tiedemann Advisors’s Open Text OTEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-13,725
| Closed | -$890K | – | 308 |
|
|
2017
Q3 | $890K | Sell |
13,725
-57,175
| -81% | -$3.71M | 0.08% | 160 |
|
|
2017
Q2 | $2.24M | Buy |
70,900
+28,119
| +66% | +$887K | 0.16% | 116 |
|
|
2017
Q1 | $1.46M | Buy |
+42,781
| New | +$1.46M | 0.12% | 143 |
|