Burleson & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $288K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $320K | Hold |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $300K | Hold |
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|
2021
Q1 | $251K | Hold |
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|
2020
Q4 | $248K | Hold |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $237K | Buy |
|