Clear Perspectives Financial Planning’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$104K Hold
2022
Q4
$96.4K Hold
2022
Q3
$79K Hold
2022
Q2
$87K Hold
2022
Q1
$95K Hold
2021
Q4
$107K Hold
2021
Q3
$101K Hold
2021
Q2
$101K Hold
2021
Q1
$84K Hold
2020
Q4
$83K Buy