Dowling & Yahnke’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $853K | Sell |
13,363
-284
| -2% | -$18.1K | 0.04% | 235 |
|
|
2022
Q2 | $964K | Sell |
13,647
-573
| -4% | -$40.5K | 0.05% | 226 |
|
|
2022
Q1 | $1.09M | Sell |
14,220
-957
| -6% | -$73.6K | 0.05% | 222 |
|
|
2021
Q4 | $1.32M | Sell |
15,177
-633
| -4% | -$55.1K | 0.06% | 206 |
|
|
2021
Q3 | $1.3M | Sell |
15,810
-472
| -3% | -$38.8K | 0.07% | 196 |
|
|
2021
Q2 | $1.33M | Sell |
16,282
-669
| -4% | -$54.7K | 0.08% | 191 |
|
|
2021
Q1 | $1.16M | Sell |
16,951
-150
| -0.9% | -$10.3K | 0.08% | 197 |
|
|
2020
Q4 | $1.16M | Buy |
17,101
+276
| +2% | +$18.6K | 0.08% | 187 |
|
|
2020
Q3 | $1.05M | Sell |
16,825
-1,047
| -6% | -$65.3K | 0.08% | 178 |
|
|
2020
Q2 | $1.02M | Buy |
+17,872
| New | +$1.02M | 0.09% | 180 |
|