American Portfolios 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 | $393K | Sell |
6,163
-91
| -1% | -$5.81K | 0.02% | 739 |
|
|
2022
Q2 | $442K | Sell |
6,254
-146
| -2% | -$10.3K | 0.02% | 714 |
|
|
2022
Q1 | $492K | Buy |
6,400
+145
| +2% | +$11.2K | 0.02% | 737 |
|
|
2021
Q4 | $545K | Buy |
6,255
+315
| +5% | +$27.4K | 0.02% | 704 |
|
|
2021
Q3 | $489K | Buy |
5,940
+208
| +4% | +$17.1K | 0.02% | 723 |
|
|
2021
Q2 | $469K | Buy |
5,732
+46
| +0.8% | +$3.76K | 0.02% | 741 |
|
|
2021
Q1 | $389K | Buy |
5,686
+4,149
| +270% | +$284K | 0.02% | 753 |
|
|
2020
Q4 | $104K | Sell |
1,537
-4,532
| -75% | -$306K | 0.01% | 1138 |
|
|
2020
Q3 | $379K | Sell |
6,069
-379
| -6% | -$23.7K | 0.02% | 565 |
|
|
2020
Q2 | $367K | Buy |
+6,448
| New | +$367K | 0.02% | 543 |
|