Dixon Hubard Feinour & Brown’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $338K | Buy |
4,779
+412
| +9% | +$29.1K | 0.04% | 230 |
|
|
2022
Q1 | $336K | Buy |
4,367
+1,289
| +42% | +$99.2K | 0.03% | 248 |
|
|
2021
Q4 | $268K | Buy |
3,078
+117
| +4% | +$10.2K | 0.03% | 270 |
|
|
2021
Q3 | $244K | Sell |
2,961
-1,216
| -29% | -$100K | 0.05% | 162 |
|
|
2021
Q2 | $342K | Sell |
4,177
-6,889
| -62% | -$564K | 0.07% | 142 |
|
|
2021
Q1 | $724K | Buy |
11,066
+5,473
| +98% | +$358K | 0.09% | 134 |
|
|
2020
Q4 | $349K | Hold |
5,593
| – | – | 0.09% | 122 |
|
|
2020
Q3 | $349K | Sell |
5,593
-294
| -5% | -$18.3K | 0.09% | 122 |
|
|
2020
Q2 | $355K | Buy |
+5,887
| New | +$355K | 0.09% | 124 |
|