PWM
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Perigon Wealth Management’s Open Text OTEX Stock Holding History

Perigon 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
Q1 		– Sell
-520
Closed -$9K – 680
2016
Q4 		$9K Buy
520
+260
+100% +$4.5K ﹤0.01% 574
2016
Q3 		$8K Buy
+260
New +$8K ﹤0.01% 511