Benjamin F. Edwards & Company’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $36K | Buy |
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|
2024
Q1 | $27K | Hold |
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|
2023
Q4 | $25K | Hold |
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|
2023
Q3 | $22K | Buy |
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|
2023
Q2 | $20K | Hold |
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|
2023
Q1 | $19K | Sell |
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|
2022
Q4 | $27K | Buy |
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|
2022
Q3 | $20K | Sell |
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|
2022
Q2 | $26K | Sell |
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|
2022
Q1 | $32K | Sell |
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|
2021
Q4 | $53K | Sell |
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|
2021
Q3 | $51K | Buy |
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|
2021
Q2 | $47K | Sell |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $91K | Sell |
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|
2020
Q2 | $102K | Buy |
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