JWM
Janiczek Wealth Management’s Open Text OTEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $76.8K | Sell |
2,557
-864
| -25% | -$26K | 0.02% | 331 |
|
|
2024
Q1 | $133K | Hold |
3,421
| – | – | 0.03% | 242 |
|
|
2023
Q4 | $144K | Buy |
3,421
+75
| +2% | +$3.15K | 0.03% | 217 |
|
|
2023
Q3 | $117K | Sell |
3,346
-291
| -8% | -$10.2K | 0.03% | 223 |
|
|
2023
Q2 | $151K | Buy |
3,637
+395
| +12% | +$16.4K | 0.04% | 166 |
|
|
2023
Q1 | $127K | Hold |
3,242
| – | – | 0.04% | 177 |
|
|
2022
Q4 | $105K | Buy |
3,242
+787
| +32% | +$25.4K | 0.03% | 213 |
|
|
2022
Q3 | $64K | Buy |
2,455
+2,377
| +3,047% | +$62K | 0.02% | 272 |
|
|
2022
Q2 | $3K | Sell |
78
-10
| -11% | -$385 | ﹤0.01% | 740 |
|
|
2022
Q1 | $4K | Sell |
88
-48
| -35% | -$2.18K | ﹤0.01% | 703 |
|
|
2021
Q4 | $6K | Hold |
136
| – | – | ﹤0.01% | 679 |
|
|
2021
Q3 | $7K | Hold |
136
| – | – | ﹤0.01% | 638 |
|
|
2021
Q2 | $7K | Hold |
136
| – | – | ﹤0.01% | 617 |
|
|
2021
Q1 | $6K | Buy |
136
+48
| +55% | +$2.12K | ﹤0.01% | 619 |
|
|
2020
Q4 | $4K | Buy |
+88
| New | +$4K | ﹤0.01% | 628 |
|