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Bellwether Advisors’s Otis Worldwide OTIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2
| Closed | -$156 | – | 543 |
|
2022
Q4 | $156 | Buy |
+2
| New | +$156 | ﹤0.01% | 421 |
|
2021
Q3 | – | Sell |
-14
| Closed | -$1K | – | 601 |
|
2021
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 407 |
|
2021
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 417 |
|
2020
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 331 |
|