AAS
OTEX icon

Avantax Advisory Services’s Open Text OTEX Stock Holding History

Avantax Advisory Services’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,148
Closed -$433K – 2115
2024
Q1 		$433K Buy
11,148
+23
+0.2% +$925 ﹤0.01% 1114
2023
Q4 		$467K Buy
11,125
+8
+0.1% +$300 ﹤0.01% 1027
2023
Q3 		$390K Buy
11,117
+104
+0.9% +$4.07K ﹤0.01% 1052
2023
Q2 		$458K Buy
11,013
+869
+9% +$34.9K 0.01% 974
2023
Q1 		$391K Buy
10,144
+711
+8% +$24.6K ﹤0.01% 1015
2022
Q4 		$280K Buy
+9,433
New +$267K ﹤0.01% 1140

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