BerganKDV Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $30.6K | Sell |
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|
2023
Q1 | $41.4K | Buy |
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|
2022
Q4 | $34.1K | Buy |
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|
2022
Q3 | $28K | Sell |
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|
2022
Q2 | $39K | Buy |
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|
2022
Q1 | $25K | Sell |
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|
2021
Q4 | $50K | Hold |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $27K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $22K | Buy |
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|
2020
Q3 | $20K | Sell |
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|
2020
Q2 | $28K | Buy |
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