First Bank & Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,557
| Closed | -$110K | – | 401 |
|
|
2022
Q2 | $110K | Buy |
1,557
+138
| +10% | +$9.75K | 0.04% | 242 |
|
|
2022
Q1 | $109K | Buy |
1,419
+107
| +8% | +$8.22K | 0.03% | 246 |
|
|
2021
Q4 | $114K | Buy |
1,312
+58
| +5% | +$5.04K | 0.05% | 234 |
|
|
2021
Q3 | $103K | Buy |
1,254
+62
| +5% | +$5.09K | 0.05% | 229 |
|
|
2021
Q2 | $97K | Buy |
1,192
+137
| +13% | +$11.1K | 0.05% | 233 |
|
|
2021
Q1 | $72K | Buy |
1,055
+462
| +78% | +$31.5K | 0.04% | 245 |
|
|
2020
Q4 | $40K | Buy |
593
+16
| +3% | +$1.08K | 0.03% | 269 |
|
|
2020
Q3 | $36K | Sell |
577
-12
| -2% | -$749 | 0.02% | 264 |
|
|
2020
Q2 | $33K | Buy |
+589
| New | +$33K | 0.02% | 256 |
|