Endurance 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13K | Sell |
150
-55
| -27% | -$4.77K | ﹤0.01% | 475 |
|
|
2023
Q1 | $17K | Hold |
205
| – | – | ﹤0.01% | 457 |
|
|
2022
Q4 | $16K | Hold |
205
| – | – | ﹤0.01% | 436 |
|
|
2022
Q3 | $13K | Hold |
205
| – | – | ﹤0.01% | 456 |
|
|
2022
Q2 | $15K | Hold |
205
| – | – | ﹤0.01% | 446 |
|
|
2022
Q1 | $16K | Hold |
205
| – | – | ﹤0.01% | 476 |
|
|
2021
Q4 | $18K | Hold |
205
| – | – | ﹤0.01% | 460 |
|
|
2021
Q3 | $17K | Hold |
205
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $16K | Sell |
205
-29
| -12% | -$2.26K | ﹤0.01% | 483 |
|
|
2021
Q1 | $16K | Sell |
234
-12
| -5% | -$821 | ﹤0.01% | 479 |
|
|
2020
Q4 | $17K | Hold |
246
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $16K | Sell |
246
-83
| -25% | -$5.4K | ﹤0.01% | 425 |
|
|
2020
Q2 | $18K | Buy |
+329
| New | +$18K | ﹤0.01% | 402 |
|