CLA (CliftonLarsonAllen) Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-3,388
| Closed | -$279K | – | 261 |
|
|
2021
Q3 | $279K | Sell |
3,388
-447
| -12% | -$36.8K | 0.01% | 277 |
|
|
2021
Q2 | $314K | Buy |
+3,835
| New | +$314K | 0.01% | 266 |
|
|
2020
Q3 | – | Sell |
-10,092
| Closed | -$574K | – | 160 |
|
|
2020
Q2 | $574K | Buy |
+10,092
| New | +$574K | 0.04% | 132 |
|