Legacy Wealth Management (Idaho)’s Open Text OTEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-150
Closed -$4.57K 791
2024
Q3
$4.57K Buy
+150
New +$4.57K ﹤0.01% 391