Fortis Advisors’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 | – | Sell |
-1,200
| Closed | -$101K | – | 203 |
|
|
2023
Q1 | $101K | Hold |
1,200
| – | – | 0.07% | 119 |
|
|
2022
Q4 | $94K | Hold |
1,200
| – | – | 0.07% | 118 |
|
|
2022
Q3 | $77K | Hold |
1,200
| – | – | 0.06% | 136 |
|
|
2022
Q2 | $85K | Hold |
1,200
| – | – | 0.06% | 141 |
|
|
2022
Q1 | $92K | Hold |
1,200
| – | – | 0.05% | 166 |
|
|
2021
Q4 | $104K | Hold |
1,200
| – | – | 0.06% | 139 |
|
|
2021
Q3 | $99K | Hold |
1,200
| – | – | 0.06% | 138 |
|
|
2021
Q2 | $98K | Buy |
1,200
+400
| +50% | +$32.7K | 0.06% | 143 |
|
|
2021
Q1 | $55K | Buy |
+800
| New | +$55K | 0.04% | 143 |
|
|
2020
Q3 | – | Sell |
-625
| Closed | -$36K | – | 173 |
|
|
2020
Q2 | $36K | Buy |
+625
| New | +$36K | 0.04% | 131 |
|