Lorne Steinberg Wealth Management’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.22M | Buy |
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|
2025
Q2 | $4.92M | Buy |
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|
2025
Q1 | $3.77M | Buy |
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|
2024
Q4 | $3.64M | Sell |
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|
2024
Q3 | $4.39M | Buy |
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|
2024
Q2 | $3.59M | Sell |
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|
2024
Q1 | $4.66M | Buy |
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|
2023
Q4 | $4.95M | Buy |
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|
2023
Q3 | $3.59M | Buy |
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|
2023
Q2 | $3.88M | Buy |
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|
2023
Q1 | $3.52M | Buy |
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|
2022
Q4 | $2.55M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $2.66M | Buy |
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|
2022
Q1 | $2.84M | Buy |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $833K | Buy |
|