Winslow Evans & Crocker’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-652
| Closed | -$17.2K | – | 1338 |
|
|
2015
Q1 | $17.2K | Hold |
652
| – | – | ﹤0.01% | 761 |
|
|
2014
Q4 | $19K | Hold |
652
| – | – | 0.01% | 746 |
|
|
2014
Q3 | $18.1K | Hold |
652
| – | – | 0.01% | 762 |
|
|
2014
Q2 | $15.6K | Hold |
652
| – | – | 0.01% | 734 |
|
|
2014
Q1 | $15.6K | Buy |
652
+132
| +25% | +$3.15K | 0.01% | 731 |
|
|
2013
Q4 | $12K | Buy |
+520
| New | +$12K | ﹤0.01% | 851 |
|