CWM
Curi Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-97
| Closed | -$7K | – | 546 |
|
|
2022
Q2 | $7K | Sell |
97
-192
| -66% | -$13.9K | ﹤0.01% | 425 |
|
|
2022
Q1 | $22K | Sell |
289
-28
| -9% | -$2.13K | ﹤0.01% | 272 |
|
|
2021
Q4 | $27K | Buy |
+317
| New | +$27K | ﹤0.01% | 222 |
|
|
2021
Q1 | – | Sell |
-61
| Closed | -$4K | – | 371 |
|
|
2020
Q4 | $4K | Buy |
+61
| New | +$4K | ﹤0.01% | 311 |
|