BerganKDV Wealth Management’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 | $30.6K | Sell |
344
-146
| -30% | -$13K | ﹤0.01% | 437 |
|
|
2023
Q1 | $41.4K | Buy |
490
+54
| +12% | +$4.56K | ﹤0.01% | 415 |
|
|
2022
Q4 | $34.2K | Buy |
436
+4
| +0.9% | +$313 | ﹤0.01% | 418 |
|
|
2022
Q3 | $28K | Sell |
432
-124
| -22% | -$8.04K | ﹤0.01% | 443 |
|
|
2022
Q2 | $39K | Buy |
556
+228
| +70% | +$16K | ﹤0.01% | 410 |
|
|
2022
Q1 | $25K | Sell |
328
-250
| -43% | -$19.1K | ﹤0.01% | 489 |
|
|
2021
Q4 | $50K | Hold |
578
| – | – | 0.01% | 422 |
|
|
2021
Q3 | $48K | Buy |
578
+250
| +76% | +$20.8K | 0.01% | 406 |
|
|
2021
Q2 | $27K | Hold |
328
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $22K | Hold |
328
| – | – | ﹤0.01% | 470 |
|
|
2020
Q4 | $22K | Buy |
328
+1
| +0.3% | +$67 | ﹤0.01% | 459 |
|
|
2020
Q3 | $20K | Sell |
327
-162
| -33% | -$9.91K | ﹤0.01% | 428 |
|
|
2020
Q2 | $28K | Buy |
+489
| New | +$28K | ﹤0.01% | 417 |
|