APWM
Atlas Private Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $235K | Buy |
2,371
+5
| +0.2% | +$496 | 0.1% | 113 |
|
|
2023
Q4 | $212K | Buy |
+2,366
| New | +$212K | 0.1% | 115 |
|
|
2023
Q3 | – | Sell |
-2,366
| Closed | -$211K | – | 117 |
|
|
2023
Q2 | $211K | Buy |
+2,366
| New | +$211K | 0.11% | 116 |
|
|
2021
Q2 | – | Sell |
-1,094
| Closed | -$75K | – | 301 |
|
|
2021
Q1 | $75K | Sell |
1,094
-457
| -29% | -$31.3K | 0.05% | 162 |
|
|
2020
Q4 | $105K | Sell |
1,551
-113
| -7% | -$7.65K | 0.07% | 148 |
|
|
2020
Q3 | $104K | Buy |
1,664
+27
| +2% | +$1.69K | 0.08% | 144 |
|
|
2020
Q2 | $93K | Buy |
+1,637
| New | +$93K | 0.07% | 155 |
|