Altium Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$242K Buy
2022
Q1
$261K Sell
2021
Q4
$302K Sell
2021
Q3
$299K Hold
2021
Q2
$297K Sell
2021
Q1
$250K Sell
2020
Q4
$257K Sell
2020
Q3
$241K Sell
2020
Q2
$253K Buy