CIBC Private Wealth Group’s Open Text OTEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,762
| Closed | -$87.6K | – | 3249 |
|
|
2025
Q1 | $87.6K | Hold |
3,762
| – | – | ﹤0.01% | 1408 |
|
|
2024
Q4 | $105K | Buy |
+3,762
| New | +$105K | ﹤0.01% | 1399 |
|
|
2024
Q3 | – | Sell |
-182
| Closed | -$5.64K | – | 3253 |
|
|
2024
Q2 | $5.64K | Buy |
182
+32
| +21% | +$992 | ﹤0.01% | 2477 |
|
|
2024
Q1 | $5.76K | Buy |
+150
| New | +$5.76K | ﹤0.01% | 2461 |
|
|
2018
Q3 | – | Sell |
-288
| Closed | -$10K | – | 1476 |
|
|
2018
Q2 | $10K | Buy |
+288
| New | +$10K | ﹤0.01% | 1567 |
|