Pinnacle Wealth Planning Services’s Open Text OTEX Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio OTEX Stock Details OTEX Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$14.5K	Buy
2024 Q2	–	Sell
2024 Q1	$205K	Hold
2023 Q4	$222K	Buy
2023 Q3	–	Sell
2023 Q2	$222K	Hold
2023 Q1	$206K	Buy
2021 Q1	–	Sell
2020 Q4	$28K	Buy