IWC
OTEX icon

Integrated Wealth Concepts’s Open Text OTEX Stock Holding History

Integrated Wealth Concepts’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,127
Closed -$510K – 1695
2024
Q1 		$510K Buy
13,127
+1,796
+16% +$69.7K 0.01% 1049
2023
Q4 		$476K Buy
+11,331
New +$476K 0.01% 1020