Financial Advocates Investment 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 |
-2,551
| Closed | -$233K | – | 784 |
|
|
2021
Q4 | $233K | Buy |
+2,551
| New | +$233K | 0.01% | 680 |
|
|
2021
Q3 | – | Sell |
-7,985
| Closed | -$365K | – | 771 |
|
|
2021
Q2 | $365K | Buy |
7,985
+3,773
| +90% | +$172K | 0.02% | 545 |
|
|
2021
Q1 | $301K | Sell |
4,212
-29
| -0.7% | -$2.07K | 0.02% | 590 |
|
|
2020
Q4 | $287K | Sell |
4,241
-404
| -9% | -$27.3K | 0.02% | 574 |
|
|
2020
Q3 | $290K | Sell |
4,645
-988
| -18% | -$61.7K | 0.02% | 473 |
|
|
2020
Q2 | $320K | Buy |
+5,633
| New | +$320K | 0.03% | 436 |
|