Benjamin F. Edwards & Company’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $36K | Buy |
374
+99
| +36% | +$9.53K | ﹤0.01% | 1417 |
|
|
2024
Q1 | $27K | Hold |
275
| – | – | ﹤0.01% | 1456 |
|
|
2023
Q4 | $25K | Hold |
275
| – | – | ﹤0.01% | 1432 |
|
|
2023
Q3 | $22K | Buy |
275
+53
| +24% | +$4.24K | ﹤0.01% | 1241 |
|
|
2023
Q2 | $20K | Hold |
222
| – | – | ﹤0.01% | 1280 |
|
|
2023
Q1 | $19K | Sell |
222
-117
| -35% | -$10K | ﹤0.01% | 1280 |
|
|
2022
Q4 | $27K | Buy |
339
+26
| +8% | +$2.07K | ﹤0.01% | 1214 |
|
|
2022
Q3 | $20K | Sell |
313
-49
| -14% | -$3.13K | ﹤0.01% | 1260 |
|
|
2022
Q2 | $26K | Sell |
362
-56
| -13% | -$4.02K | ﹤0.01% | 1186 |
|
|
2022
Q1 | $32K | Sell |
418
-193
| -32% | -$14.8K | ﹤0.01% | 1139 |
|
|
2021
Q4 | $53K | Sell |
611
-11
| -2% | -$954 | ﹤0.01% | 1039 |
|
|
2021
Q3 | $51K | Buy |
622
+50
| +9% | +$4.1K | ﹤0.01% | 1021 |
|
|
2021
Q2 | $47K | Sell |
572
-12
| -2% | -$986 | ﹤0.01% | 1036 |
|
|
2021
Q1 | $40K | Buy |
584
+39
| +7% | +$2.67K | ﹤0.01% | 1064 |
|
|
2020
Q4 | $37K | Sell |
545
-916
| -63% | -$62.2K | ﹤0.01% | 1040 |
|
|
2020
Q3 | $91K | Sell |
1,461
-324
| -18% | -$20.2K | 0.01% | 767 |
|
|
2020
Q2 | $102K | Buy |
+1,785
| New | +$102K | 0.01% | 734 |
|