BDO Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $146K | Hold |
1,642
| – | – | 0.02% | 294 |
|
|
2023
Q1 | $139K | Sell |
1,642
-149
| -8% | -$12.6K | 0.02% | 283 |
|
|
2022
Q4 | $140K | Hold |
1,791
| – | – | 0.02% | 293 |
|
|
2022
Q3 | $114K | Hold |
1,791
| – | – | 0.02% | 311 |
|
|
2022
Q2 | $127K | Hold |
1,791
| – | – | 0.02% | 302 |
|
|
2022
Q1 | $138K | Sell |
1,791
-35
| -2% | -$2.7K | 0.01% | 302 |
|
|
2021
Q4 | $159K | Buy |
1,826
+135
| +8% | +$11.8K | 0.02% | 301 |
|
|
2021
Q3 | $139K | Sell |
1,691
-202
| -11% | -$16.6K | 0.02% | 324 |
|
|
2021
Q2 | $155K | Sell |
1,893
-123
| -6% | -$10.1K | 0.02% | 325 |
|
|
2021
Q1 | $138K | Sell |
2,016
-1,929
| -49% | -$132K | 0.02% | 330 |
|
|
2020
Q4 | $266K | Sell |
3,945
-138
| -3% | -$9.31K | 0.04% | 213 |
|
|
2020
Q3 | $255K | Sell |
4,083
-88
| -2% | -$5.5K | 0.04% | 196 |
|
|
2020
Q2 | $237K | Buy |
+4,171
| New | +$237K | 0.04% | 200 |
|