Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $86.3K | Buy |
964
+138
| +17% | +$12.4K | 0.01% | 295 |
|
|
2023
Q3 | $66.4K | Buy |
826
+150
| +22% | +$12.1K | 0.01% | 301 |
|
|
2023
Q2 | $60.2K | Buy |
676
+25
| +4% | +$2.23K | ﹤0.01% | 310 |
|
|
2023
Q1 | $55K | Sell |
651
-12
| -2% | -$1.01K | ﹤0.01% | 322 |
|
|
2022
Q4 | $52K | Buy |
663
+70
| +12% | +$5.49K | ﹤0.01% | 323 |
|
|
2022
Q3 | $38K | Sell |
593
-454
| -43% | -$29.1K | ﹤0.01% | 338 |
|
|
2022
Q2 | $74K | Buy |
1,047
+80
| +8% | +$5.65K | 0.01% | 274 |
|
|
2022
Q1 | $74K | Buy |
967
+1
| +0.1% | +$77 | 0.01% | 279 |
|
|
2021
Q4 | $84K | Sell |
966
-5
| -0.5% | -$435 | 0.01% | 262 |
|
|
2021
Q3 | $80K | Buy |
971
+1
| +0.1% | +$82 | 0.01% | 246 |
|
|
2021
Q2 | $79K | Sell |
970
-13
| -1% | -$1.06K | 0.01% | 234 |
|
|
2021
Q1 | $67K | Buy |
983
+377
| +62% | +$25.7K | 0.01% | 233 |
|
|
2020
Q4 | $41K | Sell |
606
-511
| -46% | -$34.6K | ﹤0.01% | 267 |
|
|
2020
Q3 | $70K | Buy |
1,117
+167
| +18% | +$10.5K | 0.01% | 187 |
|
|
2020
Q2 | $54K | Buy |
+950
| New | +$54K | 0.01% | 217 |
|