WFG Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $21K | Hold |
676
| – | – | ﹤0.01% | 946 |
|
|
2017
Q1 | $23K | Sell |
676
-8
| -1% | -$272 | 0.01% | 854 |
|
|
2016
Q4 | $21K | Buy |
684
+8
| +1% | +$246 | 0.01% | 927 |
|
|
2016
Q3 | $22K | Hold |
676
| – | – | 0.01% | 923 |
|
|
2016
Q2 | $20K | Hold |
676
| – | – | 0.01% | 916 |
|
|
2016
Q1 | $18K | Hold |
676
| – | – | 0.01% | 913 |
|
|
2015
Q4 | $16K | Hold |
676
| – | – | ﹤0.01% | 947 |
|
|
2015
Q3 | $15K | Hold |
676
| – | – | ﹤0.01% | 981 |
|
|
2015
Q2 | $14K | Hold |
676
| – | – | ﹤0.01% | 1091 |
|
|
2015
Q1 | $18K | Hold |
676
| – | – | 0.01% | 1024 |
|
|
2014
Q4 | $20K | Hold |
676
| – | – | ﹤0.01% | 1216 |
|
|
2014
Q3 | $19K | Buy |
676
+160
| +31% | +$4.5K | ﹤0.01% | 1290 |
|
|
2014
Q2 | $12K | Buy |
516
+460
| +821% | +$10.7K | ﹤0.01% | 1418 |
|
|
2014
Q1 | $1K | Hold |
56
| – | – | ﹤0.01% | 1892 |
|
|
2013
Q4 | $1K | Hold |
56
| – | – | ﹤0.01% | 2108 |
|
|
2013
Q3 | $1K | Hold |
56
| – | – | ﹤0.01% | 2057 |
|
|
2013
Q2 | $1K | Buy |
+56
| New | +$1K | ﹤0.01% | 1973 |
|