DOA
D'Orazio & Associates’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,696
| Closed | -$240K | – | 166 |
|
|
2023
Q2 | $240K | Buy |
+2,696
| New | +$240K | 0.06% | 114 |
|
|
2022
Q1 | – | Sell |
-2,522
| Closed | -$220K | – | 115 |
|
|
2021
Q4 | $220K | Buy |
2,522
+2
| +0.1% | +$174 | 0.05% | 94 |
|
|
2021
Q3 | $207K | Buy |
2,520
+77
| +3% | +$6.33K | 0.05% | 87 |
|
|
2021
Q2 | $200K | Hold |
2,443
| – | – | 0.05% | 83 |
|
|
2021
Q1 | $167K | Sell |
2,443
-44
| -2% | -$3.01K | 0.05% | 86 |
|
|
2020
Q4 | $168K | Buy |
2,487
+44
| +2% | +$2.97K | 0.05% | 83 |
|
|
2020
Q3 | $152K | Hold |
2,443
| – | – | 0.06% | 81 |
|
|
2020
Q2 | $139K | Buy |
+2,443
| New | +$139K | 0.06% | 82 |
|