FDx Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,274
| Closed | -$273K | – | 783 |
|
|
2022
Q3 | $273K | Sell |
4,274
-3,477
| -45% | -$222K | 0.01% | 583 |
|
|
2022
Q2 | $548K | Buy |
7,751
+456
| +6% | +$32.2K | 0.02% | 451 |
|
|
2022
Q1 | $561K | Buy |
7,295
+78
| +1% | +$6K | 0.02% | 476 |
|
|
2021
Q4 | $628K | Buy |
7,217
+25
| +0.3% | +$2.18K | 0.02% | 469 |
|
|
2021
Q3 | $592K | Sell |
7,192
-1,155
| -14% | -$95.1K | 0.02% | 464 |
|
|
2021
Q2 | $682K | Buy |
8,347
+3,767
| +82% | +$308K | 0.02% | 426 |
|
|
2021
Q1 | $313K | Sell |
4,580
-827
| -15% | -$56.5K | 0.01% | 612 |
|
|
2020
Q4 | $365K | Buy |
5,407
+143
| +3% | +$9.65K | 0.02% | 518 |
|
|
2020
Q3 | $329K | Sell |
5,264
-224
| -4% | -$14K | 0.02% | 465 |
|
|
2020
Q2 | $312K | Buy |
+5,488
| New | +$312K | 0.02% | 439 |
|