Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $77K | Hold |
930
| – | – | 0.04% | 63 |
|
|
2021
Q2 | $76K | Hold |
930
| – | – | 0.04% | 67 |
|
|
2021
Q1 | $64K | Hold |
930
| – | – | 0.04% | 76 |
|
|
2020
Q4 | $63K | Hold |
930
| – | – | 0.04% | 73 |
|
|
2020
Q3 | $58K | Sell |
930
-34
| -4% | -$2.12K | 0.05% | 78 |
|
|
2020
Q2 | $55K | Buy |
+964
| New | +$55K | 0.04% | 110 |
|