FRG Family Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-995
| Closed | -$90.7K | – | 282 |
|
|
2024
Q1 | $90.7K | Buy |
+995
| New | +$90.7K | 0.02% | 168 |
|
|
2021
Q3 | – | Sell |
-2,679
| Closed | -$219K | – | 140 |
|
|
2021
Q2 | $219K | Sell |
2,679
-555
| -17% | -$45.4K | 0.04% | 132 |
|
|
2021
Q1 | $221K | Sell |
3,234
-299
| -8% | -$20.4K | 0.05% | 129 |
|
|
2020
Q4 | $239K | Sell |
3,533
-1,981
| -36% | -$134K | 0.05% | 123 |
|
|
2020
Q3 | $344K | Sell |
5,514
-1,985
| -26% | -$124K | 0.08% | 102 |
|
|
2020
Q2 | $426K | Buy |
+7,499
| New | +$426K | 0.11% | 93 |
|