LWM
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Lenox Wealth Management’s Open Text OTEX Stock Holding History

Lenox 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
2017
Q4 		– Sell
-3,072
Closed -$99K – 503
2017
Q3 		$99K Buy
3,072
+459
+18% +$14.8K 0.03% 162
2017
Q2 		$82K Buy
+2,613
New +$82K 0.03% 170