CPWM
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Cypress Point Wealth Management’s Open Text OTEX Stock Holding History

Cypress Point Wealth Management’s Portfolio OTEX Stock Details OTEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-4
Closed – – 115
2021
Q3 		$0 Hold
4
– – ﹤0.01% 198
2021
Q2 		$0 Hold
4
– – ﹤0.01% 201
2021
Q1 		$0 Hold
4
– – ﹤0.01% 168
2020
Q4 		$0 Buy
+4
New – ﹤0.01% 192