First National Bank of South Miami’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $26.7K | Hold |
300
| – | – | 0.02% | 199 |
|
|
2023
Q1 | $25.3K | Hold |
300
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $23K | Hold |
300
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $19K | Sell |
300
-30
| -9% | -$1.9K | 0.01% | 229 |
|
|
2022
Q2 | $23K | Hold |
330
| – | – | 0.02% | 234 |
|
|
2022
Q1 | $25K | Hold |
330
| – | – | 0.02% | 248 |
|
|
2021
Q4 | $29K | Hold |
330
| – | – | 0.02% | 254 |
|
|
2021
Q3 | $27K | Hold |
330
| – | – | 0.02% | 245 |
|
|
2021
Q2 | $27K | Sell |
330
-88
| -21% | -$7.2K | 0.02% | 235 |
|
|
2021
Q1 | $29K | Sell |
418
-70
| -14% | -$4.86K | 0.02% | 220 |
|
|
2020
Q4 | $33K | Sell |
488
-88
| -15% | -$5.95K | 0.03% | 201 |
|
|
2020
Q3 | $36K | Sell |
576
-30
| -5% | -$1.88K | 0.03% | 182 |
|
|
2020
Q2 | $34K | Buy |
+606
| New | +$34K | 0.04% | 178 |
|