SIA
OTEX icon

Schechter Investment Advisors’s Open Text OTEX Stock Holding History

Schechter Investment Advisors’s Portfolio OTEX Stock Details OTEX Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$457K Sell
18,085
-2,775
-13% -$70.1K 0.04% 386
2024
Q4 		$591K Sell
20,860
-315
-1% -$8.92K 0.05% 352
2024
Q3 		$705K Buy
+21,175
New +$705K 0.05% 321