Baystate Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $86.3K | Buy |
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|
2023
Q3 | $66.4K | Buy |
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|
2023
Q2 | $60.2K | Buy |
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|
2023
Q1 | $55K | Sell |
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|
2022
Q4 | $52K | Buy |
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|
2022
Q3 | $38K | Sell |
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|
2022
Q2 | $74K | Buy |
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|
2022
Q1 | $74K | Buy |
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|
2021
Q4 | $84K | Sell |
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|
2021
Q3 | $80K | Buy |
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|
2021
Q2 | $79K | Sell |
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|
2021
Q1 | $67K | Buy |
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|
2020
Q4 | $41K | Sell |
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|
2020
Q3 | $70K | Buy |
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|
2020
Q2 | $54K | Buy |
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