JWS
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Juncture Wealth Strategies’s Open Text OTEX Stock Holding History

Juncture Wealth Strategies’s Portfolio OTEX Stock Details OTEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-21,883
Closed -$728K – 137
2024
Q3 		$728K Buy
+21,883
New +$728K 0.28% 54
2024
Q2 		– Sell
-20,716
Closed -$804K – 117
2024
Q1 		$804K Buy
+20,716
New +$804K 0.35% 46