Freedman Financial Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-664
| Closed | -$51K | – | 313 |
|
|
2022
Q1 | $51K | Hold |
664
| – | – | 0.04% | 196 |
|
|
2021
Q4 | $58K | Sell |
664
-6
| -0.9% | -$524 | 0.04% | 181 |
|
|
2021
Q3 | $55K | Buy |
670
+6
| +0.9% | +$493 | 0.04% | 182 |
|
|
2021
Q2 | $54K | Hold |
664
| – | – | 0.04% | 184 |
|
|
2021
Q1 | $45K | Hold |
664
| – | – | 0.04% | 206 |
|
|
2020
Q4 | $45K | Buy |
+664
| New | +$45K | 0.04% | 194 |
|