Mosaic Family Wealth’s Open Text OTEX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$243K Hold
2021
Q3
$249K Hold
2021
Q2
$260K Hold
2021
Q1
$244K Buy
2019
Q2
Sell
2019
Q1
$117K Buy
2018
Q4
$98K Hold
2018
Q3
$99K Hold
2018
Q2
$106K Hold
2018
Q1
$104K Hold
2017
Q4
$107K Hold
2017
Q3
$97K Buy