IAS
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IMA Advisory Services’s Open Text OTEX Stock Holding History

IMA Advisory Services’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$944K Buy
32,333
+2,703
+9% +$78.9K 0.1% 124
2025
Q1 		$748K Sell
29,630
-4,450
-13% -$112K 0.09% 131
2024
Q4 		$965K Buy
34,080
+6,866
+25% +$194K 0.12% 119
2024
Q3 		$906K Buy
+27,214
New +$906K 0.2% 102