WFG Advisors’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $21K | Hold |
|
|||||
|
2017
Q1 | $23K | Sell |
|
|||||
|
2016
Q4 | $21K | Buy |
|
|||||
|
2016
Q3 | $22K | Hold |
|
|||||
|
2016
Q2 | $20K | Hold |
|
|||||
|
2016
Q1 | $18K | Hold |
|
|||||
|
2015
Q4 | $16K | Hold |
|
|||||
|
2015
Q3 | $15K | Hold |
|
|||||
|
2015
Q2 | $14K | Hold |
|
|||||
|
2015
Q1 | $18K | Hold |
|
|||||
|
2014
Q4 | $20K | Hold |
|
|||||
|
2014
Q3 | $19K | Buy |
|
|||||
|
2014
Q2 | $12K | Buy |
|
|||||
|
2014
Q1 | $1K | Hold |
|
|||||
|
2013
Q4 | $1K | Hold |
|
|||||
|
2013
Q3 | $1K | Hold |
|
|||||
|
2013
Q2 | $1K | Buy |
|