Elmwood Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-319
| Closed | -$28K | – | 250 |
|
|
2021
Q4 | $28K | Buy |
+319
| New | +$28K | 0.01% | 228 |
|
|
2021
Q2 | $30K | Hold |
369
| – | – | 0.02% | 195 |
|
|
2021
Q1 | $25K | Buy |
+369
| New | +$25K | 0.02% | 200 |
|
|
2020
Q3 | $61K | Hold |
1,075
| – | – | 0.05% | 122 |
|
|
2020
Q2 | $61K | Buy |
+1,075
| New | +$61K | 0.05% | 122 |
|