WCM Investment Management’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-26,433
| Closed | -$714K | – | 218 |
|
|
2022
Q3 | $714K | Hold |
26,433
| – | – | ﹤0.01% | 183 |
|
|
2022
Q2 | $1.01M | Buy |
26,433
+6,868
| +35% | +$262K | ﹤0.01% | 184 |
|
|
2022
Q1 | $830K | Buy |
19,565
+3,115
| +19% | +$132K | ﹤0.01% | 186 |
|
|
2021
Q4 | $781K | Buy |
16,450
+1,665
| +11% | +$79.1K | ﹤0.01% | 189 |
|
|
2021
Q3 | $721K | Buy |
14,785
+560
| +4% | +$27.3K | ﹤0.01% | 190 |
|
|
2021
Q2 | $723K | Buy |
14,225
+4,505
| +46% | +$229K | ﹤0.01% | 185 |
|
|
2021
Q1 | $464K | Buy |
+9,720
| New | +$464K | ﹤0.01% | 176 |
|