Capital Advisory Group Advisory Services’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-231
| Closed | -$18K | – | 395 |
|
|
2022
Q1 | $18K | Buy |
+231
| New | +$18K | 0.01% | 311 |
|
|
2021
Q4 | – | Sell |
-231
| Closed | -$19K | – | 388 |
|
|
2021
Q3 | $19K | Hold |
231
| – | – | 0.01% | 337 |
|
|
2021
Q2 | $19K | Hold |
231
| – | – | 0.01% | 337 |
|
|
2021
Q1 | $16K | Sell |
231
-100
| -30% | -$6.93K | 0.01% | 337 |
|
|
2020
Q4 | $22K | Hold |
331
| – | – | 0.01% | 306 |
|
|
2020
Q3 | $21K | Sell |
331
-19
| -5% | -$1.21K | 0.01% | 261 |
|
|
2020
Q2 | $20K | Buy |
+350
| New | +$20K | 0.01% | 257 |
|