Dowling & Yahnke’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$853K Sell
2022
Q2
$964K Sell
2022
Q1
$1.09M Sell
2021
Q4
$1.32M Sell
2021
Q3
$1.3M Sell
2021
Q2
$1.33M Sell
2021
Q1
$1.16M Sell
2020
Q4
$1.16M Buy
2020
Q3
$1.05M Sell
2020
Q2
$1.02M Buy