1834 Investment Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,075
| Closed | -$76K | – | 372 |
|
|
2022
Q2 | $76K | Hold |
1,075
| – | – | 0.01% | 243 |
|
|
2022
Q1 | $83K | Hold |
1,075
| – | – | 0.01% | 229 |
|
|
2021
Q4 | $94K | Hold |
1,075
| – | – | 0.01% | 235 |
|
|
2021
Q3 | $88K | Hold |
1,075
| – | – | 0.01% | 240 |
|
|
2021
Q2 | $88K | Hold |
1,075
| – | – | 0.01% | 241 |
|
|
2021
Q1 | $74K | Hold |
1,075
| – | – | 0.01% | 253 |
|
|
2020
Q4 | $73K | Hold |
1,075
| – | – | 0.01% | 248 |
|
|
2020
Q3 | $67K | Sell |
1,075
-33
| -3% | -$2.06K | 0.01% | 250 |
|
|
2020
Q2 | $63K | Buy |
+1,108
| New | +$63K | 0.01% | 232 |
|