LWAM
Legacy Wealth Asset Management’s Open Text OTEX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $589K | Buy |
20,182
+224
| +1% | +$6.54K | 0.15% | 214 |
|
|
2025
Q1 | $504K | Buy |
19,958
+4,105
| +26% | +$104K | 0.14% | 243 |
|
|
2024
Q4 | $449K | Sell |
15,853
-3,721
| -19% | -$105K | 0.12% | 252 |
|
|
2024
Q3 | $651K | Buy |
+19,574
| New | +$651K | 0.17% | 190 |
|
|
2022
Q4 | – | Sell |
-12,209
| Closed | -$323K | – | 341 |
|
|
2022
Q3 | $323K | Buy |
+12,209
| New | +$323K | 0.14% | 252 |
|