Carroll Financial Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $363K | Buy |
4,196
+18
| +0.4% | +$1.56K | 0.02% | 285 |
|
|
2021
Q3 | $343K | Sell |
4,178
-525
| -11% | -$43.1K | 0.02% | 294 |
|
|
2021
Q2 | $384K | Sell |
4,703
-165
| -3% | -$13.5K | 0.02% | 285 |
|
|
2021
Q1 | $333K | Sell |
4,868
-356
| -7% | -$24.4K | 0.02% | 302 |
|
|
2020
Q4 | $352K | Sell |
5,224
-743
| -12% | -$50.1K | 0.02% | 276 |
|
|
2020
Q3 | $372K | Sell |
5,967
-405
| -6% | -$25.2K | 0.03% | 256 |
|
|
2020
Q2 | $362K | Buy |
+6,372
| New | +$362K | 0.03% | 260 |
|