AWM
Aevitas Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $206K | Buy |
+2,637
| New | +$206K | 0.12% | 112 |
|
|
2022
Q2 | – | Sell |
-2,720
| Closed | -$209K | – | 117 |
|
|
2022
Q1 | $209K | Sell |
2,720
-41
| -1% | -$3.15K | 0.13% | 114 |
|
|
2021
Q4 | $240K | Buy |
2,761
+4
| +0.1% | +$348 | 0.14% | 113 |
|
|
2021
Q3 | $227K | Buy |
2,757
+5
| +0.2% | +$412 | 0.14% | 118 |
|
|
2021
Q2 | $225K | Buy |
+2,752
| New | +$225K | 0.14% | 117 |
|
|
2021
Q1 | – | Sell |
-3,979
| Closed | -$269K | – | 123 |
|
|
2020
Q4 | $269K | Sell |
3,979
-156
| -4% | -$10.5K | 0.2% | 100 |
|
|
2020
Q3 | $258K | Sell |
4,135
-143
| -3% | -$8.92K | 0.21% | 89 |
|
|
2020
Q2 | $243K | Buy |
+4,278
| New | +$243K | 0.22% | 90 |
|