Burleson & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $288K | Hold |
3,673
| – | – | 0.07% | 110 |
|
|
2022
Q3 | $234K | Hold |
3,673
| – | – | 0.05% | 113 |
|
|
2022
Q2 | $260K | Hold |
3,673
| – | – | 0.06% | 104 |
|
|
2022
Q1 | $283K | Hold |
3,673
| – | – | 0.05% | 115 |
|
|
2021
Q4 | $320K | Hold |
3,673
| – | – | 0.05% | 119 |
|
|
2021
Q3 | $302K | Hold |
3,673
| – | – | 0.04% | 112 |
|
|
2021
Q2 | $300K | Hold |
3,673
| – | – | 0.04% | 114 |
|
|
2021
Q1 | $251K | Hold |
3,673
| – | – | 0.04% | 118 |
|
|
2020
Q4 | $248K | Hold |
3,673
| – | – | 0.04% | 122 |
|
|
2020
Q3 | $234K | Hold |
3,673
| – | – | 0.04% | 123 |
|
|
2020
Q2 | $237K | Buy |
+3,673
| New | +$237K | 0.05% | 113 |
|