BDWM
Brewin Dolphin Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $64K | Hold |
900
| – | – | 0.01% | 174 |
|
|
2022
Q1 | $69K | Hold |
900
| – | – | 0.01% | 178 |
|
|
2021
Q4 | $78K | Hold |
900
| – | – | 0.01% | 170 |
|
|
2021
Q3 | $74.1K | Hold |
900
| – | – | 0.01% | 172 |
|
|
2021
Q2 | $73.6K | Sell |
900
-545
| -38% | -$44.6K | 0.01% | 167 |
|
|
2021
Q1 | $98.9K | Buy |
1,445
+545
| +61% | +$37.3K | 0.02% | 140 |
|
|
2020
Q4 | $60.8K | Hold |
900
| – | – | 0.01% | 153 |
|
|
2020
Q3 | $56.2K | Sell |
900
-62
| -6% | -$3.87K | 0.01% | 152 |
|
|
2020
Q2 | $54.7K | Buy |
+962
| New | +$54.7K | 0.01% | 153 |
|