Altium Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $242K | Buy |
3,425
+28
| +0.8% | +$1.98K | 0.02% | 325 |
|
|
2022
Q1 | $261K | Sell |
3,397
-67
| -2% | -$5.15K | 0.02% | 327 |
|
|
2021
Q4 | $302K | Sell |
3,464
-173
| -5% | -$15.1K | 0.02% | 321 |
|
|
2021
Q3 | $299K | Hold |
3,637
| – | – | 0.02% | 312 |
|
|
2021
Q2 | $297K | Sell |
3,637
-11
| -0.3% | -$898 | 0.02% | 321 |
|
|
2021
Q1 | $250K | Sell |
3,648
-161
| -4% | -$11K | 0.02% | 326 |
|
|
2020
Q4 | $257K | Sell |
3,809
-47
| -1% | -$3.17K | 0.02% | 307 |
|
|
2020
Q3 | $241K | Sell |
3,856
-585
| -13% | -$36.6K | 0.03% | 297 |
|
|
2020
Q2 | $253K | Buy |
+4,441
| New | +$253K | 0.03% | 281 |
|