Bedel Financial Consulting’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-927
| Closed | -$71K | – | 666 |
|
|
2022
Q1 | $71K | Sell |
927
-7
| -0.7% | -$536 | 0.02% | 334 |
|
|
2021
Q4 | $81K | Sell |
934
-193
| -17% | -$16.7K | 0.03% | 314 |
|
|
2021
Q3 | $93K | Hold |
1,127
| – | – | 0.03% | 285 |
|
|
2021
Q2 | $92K | Hold |
1,127
| – | – | 0.03% | 289 |
|
|
2021
Q1 | $77K | Sell |
1,127
-4
| -0.4% | -$273 | 0.03% | 302 |
|
|
2020
Q4 | $76K | Hold |
1,131
| – | – | 0.03% | 264 |
|
|
2020
Q3 | $71K | Hold |
1,131
| – | – | 0.04% | 253 |
|
|
2020
Q2 | $64K | Buy |
+1,131
| New | +$64K | 0.03% | 257 |
|