True Wealth Design’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $730 | Buy |
25
+14
| +127% | +$409 | ﹤0.01% | 1594 |
|
|
2025
Q1 | $278 | Sell |
11
-2
| -15% | -$51 | ﹤0.01% | 1809 |
|
|
2024
Q4 | $369 | Buy |
13
+3
| +30% | +$85 | ﹤0.01% | 1143 |
|
|
2024
Q3 | $333 | Sell |
10
-2
| -17% | -$67 | ﹤0.01% | 1149 |
|
|
2024
Q2 | $361 | Buy |
12
+1
| +9% | +$30 | ﹤0.01% | 695 |
|
|
2024
Q1 | $428 | Buy |
11
+5
| +83% | +$195 | ﹤0.01% | 654 |
|
|
2023
Q4 | $253 | Hold |
6
| – | – | ﹤0.01% | 642 |
|
|
2023
Q3 | $211 | Hold |
6
| – | – | ﹤0.01% | 629 |
|
|
2023
Q2 | $250 | Hold |
6
| – | – | ﹤0.01% | 619 |
|
|
2023
Q1 | $232 | Hold |
6
| – | – | ﹤0.01% | 708 |
|
|
2022
Q4 | $178 | Buy |
+6
| New | +$178 | ﹤0.01% | 681 |
|