Balentine LLC’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 | – | Sell |
-4,884
| Closed | -$345K | – | 680 |
|
|
2022
Q2 | $345K | Buy |
4,884
+162
| +3% | +$11.4K | 0.01% | 399 |
|
|
2022
Q1 | $363K | Buy |
+4,722
| New | +$363K | 0.01% | 373 |
|
|
2020
Q3 | – | Sell |
-139
| Closed | -$8K | – | 648 |
|
|
2020
Q2 | $8K | Buy |
+139
| New | +$8K | ﹤0.01% | 611 |
|