Baker Tilly Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,741
| Closed | -$302K | – | 556 |
|
|
2022
Q3 | $302K | Sell |
4,741
-32
| -0.7% | -$2.04K | 0.04% | 410 |
|
|
2022
Q2 | $337K | Buy |
4,773
+315
| +7% | +$22.2K | 0.04% | 392 |
|
|
2022
Q1 | $343K | Buy |
4,458
+645
| +17% | +$49.6K | 0.04% | 413 |
|
|
2021
Q4 | $332K | Sell |
3,813
-30
| -0.8% | -$2.61K | 0.04% | 417 |
|
|
2021
Q3 | $316K | Buy |
3,843
+734
| +24% | +$60.4K | 0.04% | 410 |
|
|
2021
Q2 | $254K | Buy |
+3,109
| New | +$254K | 0.04% | 432 |
|