Clearview Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-50
| Closed | -$4K | – | 674 |
|
|
2021
Q4 | $4K | Sell |
50
-100
| -67% | -$8K | ﹤0.01% | 519 |
|
|
2021
Q3 | $12K | Hold |
150
| – | – | 0.01% | 392 |
|
|
2021
Q2 | $12K | Hold |
150
| – | – | 0.01% | 393 |
|
|
2021
Q1 | $10K | Hold |
150
| – | – | 0.01% | 408 |
|
|
2020
Q4 | $10K | Buy |
+150
| New | +$10K | 0.01% | 380 |
|