True Wealth Design’s Open Text OTEX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.2K | Buy |
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|
2025
Q2 | $730 | Buy |
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|
2025
Q1 | $278 | Sell |
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|
2024
Q4 | $369 | Buy |
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|
2024
Q3 | $333 | Sell |
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|
2024
Q2 | $361 | Buy |
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|
2024
Q1 | $428 | Buy |
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|
2023
Q4 | $253 | Hold |
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|
2023
Q3 | $211 | Hold |
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|
2023
Q2 | $250 | Hold |
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|
2023
Q1 | $232 | Hold |
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|
2022
Q4 | $178 | Buy |
|