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WR Wealth Planners’s Open Text OTEX Stock Holding History

WR Wealth Planners’s Portfolio OTEX Stock Details OTEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		$2.18K Buy
77
+16
+26% +$453 ﹤0.01% 844
2024
Q3 		$2.03K Sell
61
-39
-39% -$1.3K ﹤0.01% 906
2024
Q2 		$3K Buy
+100
New +$3K ﹤0.01% 802