Barbara Oil Co’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-4,000
Closed -$250K 88
2020
Q3
$250K Hold
4,000
0.14% 88
2020
Q2
$227K Buy
+4,000
New +$227K 0.13% 90