LWP
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Laurel Wealth Planning’s Open Text OTEX Stock Holding History

Laurel Wealth Planning’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-72
Closed -$3K – 238
2022
Q2 		$3K Hold
72
– – ﹤0.01% 207
2022
Q1 		$3K Hold
72
– – ﹤0.01% 239
2021
Q4 		$3K Hold
72
– – ﹤0.01% 179
2021
Q3 		$4K Buy
+72
New +$4K ﹤0.01% 179