Wealthspire Advisors (Maryland)’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-149
| Closed | -$6K | – | 1564 |
|
|
2019
Q1 | $6K | Hold |
149
| – | – | ﹤0.01% | 1760 |
|
|
2018
Q4 | $5K | Hold |
149
| – | – | ﹤0.01% | 1743 |
|
|
2018
Q3 | $6K | Hold |
149
| – | – | ﹤0.01% | 1737 |
|
|
2018
Q2 | $5K | Buy |
+149
| New | +$5K | ﹤0.01% | 1806 |
|
|
2017
Q3 | – | Sell |
-7
| Closed | – | – | 2411 |
|
|
2017
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2255 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1997 |
|