Accel Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-449
| Closed | -$37.9K | – | 648 |
|
|
2023
Q1 | $37.9K | Hold |
449
| – | – | 0.02% | 543 |
|
|
2022
Q4 | $35.1K | Buy |
449
+1
| +0.2% | +$78 | 0.02% | 420 |
|
|
2022
Q3 | $30K | Buy |
448
+65
| +17% | +$4.35K | 0.02% | 466 |
|
|
2022
Q2 | $27K | Hold |
383
| – | – | 0.02% | 470 |
|
|
2022
Q1 | $29K | Sell |
383
-12
| -3% | -$909 | 0.02% | 475 |
|
|
2021
Q4 | $34K | Buy |
395
+197
| +99% | +$17K | 0.02% | 454 |
|
|
2021
Q3 | $16K | Sell |
198
-197
| -50% | -$15.9K | 0.01% | 549 |
|
|
2021
Q2 | $32K | Hold |
395
| – | – | 0.02% | 425 |
|
|
2021
Q1 | $27K | Sell |
395
-361
| -48% | -$24.7K | 0.02% | 436 |
|
|
2020
Q4 | $51K | Buy |
+756
| New | +$51K | 0.05% | 291 |
|