BDO Wealth Advisors’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
Q2 | $146K | Hold |
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|
2023
Q1 | $139K | Sell |
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|
2022
Q4 | $140K | Hold |
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|
2022
Q3 | $114K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $138K | Sell |
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|
2021
Q4 | $159K | Buy |
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|
2021
Q3 | $139K | Sell |
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|
2021
Q2 | $155K | Sell |
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|
2021
Q1 | $138K | Sell |
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|
2020
Q4 | $266K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $237K | Buy |
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