JWM
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JFG Wealth Management’s Open Text OTEX Stock Holding History

JFG Wealth Management’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-7,900
Closed -$334K – 59
2020
Q3 		$334K Buy
+7,900
New +$334K 0.24% 23