AWA
Amplius Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,478
| Closed | -$222K | – | 181 |
|
|
2022
Q3 | $222K | Sell |
3,478
-8
| -0.2% | -$511 | 0.04% | 137 |
|
|
2022
Q2 | $246K | Sell |
3,486
-79
| -2% | -$5.58K | 0.04% | 139 |
|
|
2022
Q1 | $274K | Sell |
3,565
-35
| -1% | -$2.69K | 0.04% | 138 |
|
|
2021
Q4 | $313K | Buy |
+3,600
| New | +$313K | 0.04% | 151 |
|