Clear Perspectives Financial Planning’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $104K | Hold |
1,231
| – | – | 0.06% | 53 |
|
|
2022
Q4 | $96.4K | Hold |
1,231
| – | – | 0.05% | 58 |
|
|
2022
Q3 | $79K | Hold |
1,231
| – | – | 0.04% | 68 |
|
|
2022
Q2 | $87K | Hold |
1,231
| – | – | 0.03% | 71 |
|
|
2022
Q1 | $95K | Hold |
1,231
| – | – | 0.04% | 69 |
|
|
2021
Q4 | $107K | Hold |
1,231
| – | – | 0.04% | 78 |
|
|
2021
Q3 | $101K | Hold |
1,231
| – | – | 0.05% | 77 |
|
|
2021
Q2 | $101K | Hold |
1,231
| – | – | 0.05% | 73 |
|
|
2021
Q1 | $84K | Hold |
1,231
| – | – | 0.05% | 70 |
|
|
2020
Q4 | $83K | Buy |
+1,231
| New | +$83K | 0.05% | 71 |
|