Boenning & Scattergood’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 | – | Sell |
-3,933
| Closed | -$322K | – | 390 |
|
|
2021
Q2 | $322K | Sell |
3,933
-167
| -4% | -$13.7K | 0.06% | 292 |
|
|
2021
Q1 | $281K | Sell |
4,100
-540
| -12% | -$37K | 0.05% | 305 |
|
|
2020
Q4 | $313K | Sell |
4,640
-767
| -14% | -$51.7K | 0.07% | 275 |
|
|
2020
Q3 | $338K | Sell |
5,407
-1,870
| -26% | -$117K | 0.08% | 235 |
|
|
2020
Q2 | $414K | Buy |
+7,277
| New | +$414K | 0.11% | 196 |
|