Fieldpoint Private Securities’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $27K | Sell |
383
-219
| -36% | -$15.4K | 0.01% | 580 |
|
|
2022
Q1 | $46K | Sell |
602
-216
| -26% | -$16.5K | 0.01% | 616 |
|
|
2021
Q4 | $71K | Sell |
818
-167
| -17% | -$14.5K | 0.01% | 509 |
|
|
2021
Q3 | $81K | Buy |
985
+16
| +2% | +$1.32K | 0.02% | 461 |
|
|
2021
Q2 | $87K | Sell |
969
-118
| -11% | -$10.6K | 0.02% | 447 |
|
|
2021
Q1 | $74K | Sell |
1,087
-605
| -36% | -$41.2K | 0.02% | 470 |
|
|
2020
Q4 | $114K | Buy |
+1,692
| New | +$114K | 0.03% | 382 |
|