Impact Partnership Wealth’s Open Text OTEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,044
Closed -$40.5K 541
2024
Q1
$40.5K Hold
1,044
0.02% 342
2023
Q4
$43.9K Hold
1,044
0.02% 351
2023
Q3
$36.6K Buy
+1,044
New +$36.6K 0.01% 437