Berman Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$104K Buy
2021
Q2
$68K Buy
2021
Q1
$41K Buy
2020
Q4
$27K Buy
2020
Q3
$14K Sell
2020
Q2
$29K Buy