Csenge Advisory Group’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-4,369
Closed -$359K 680
2021
Q4
$359K Sell
4,369
-12
-0.3% -$986 0.03% 416
2021
Q3
$361K Buy
4,381
+12
+0.3% +$989 0.03% 431
2021
Q2
$359K Sell
4,369
-73
-2% -$6K 0.03% 417
2021
Q1
$314K Sell
4,442
-40
-0.9% -$2.83K 0.03% 375
2020
Q4
$303K Sell
4,482
-542
-11% -$36.6K 0.04% 319
2020
Q3
$321K Buy
+5,024
New +$321K 0.04% 292