Atlas Private Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-43
| Closed | -$4K | – | 538 |
|
|
2021
Q3 | $4K | Hold |
43
| – | – | ﹤0.01% | 596 |
|
|
2021
Q2 | $4K | Buy |
43
+16
| +59% | +$1.49K | ﹤0.01% | 602 |
|
|
2021
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 742 |
|
|
2020
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 652 |
|
|
2020
Q3 | $2K | Hold |
27
| – | – | ﹤0.01% | 587 |
|
|
2020
Q2 | $2K | Buy |
+27
| New | +$2K | ﹤0.01% | 601 |
|