AWM
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Abound Wealth Management’s Open Text OTEX Stock Holding History

Abound Wealth Management’s Portfolio OTEX Stock Details OTEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$77 – 1335
2025
Q1 		$77 Buy
+3
New +$77 ﹤0.01% 1250
2024
Q1 		– Sell
-1
Closed -$22 – 1371
2023
Q4 		$22 Buy
+1
New +$22 ﹤0.01% 1318