Berman Capital Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $104K | Buy |
1,265
+423
| +50% | +$34.8K | 0.02% | 429 |
|
|
2021
Q2 | $68K | Buy |
842
+239
| +40% | +$19.3K | 0.01% | 482 |
|
|
2021
Q1 | $41K | Buy |
603
+200
| +50% | +$13.6K | 0.01% | 550 |
|
|
2020
Q4 | $27K | Buy |
403
+162
| +67% | +$10.9K | 0.01% | 589 |
|
|
2020
Q3 | $14K | Sell |
241
-288
| -54% | -$16.7K | ﹤0.01% | 693 |
|
|
2020
Q2 | $29K | Buy |
+529
| New | +$29K | 0.01% | 450 |
|