Frontier Wealth Management’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 | $246K | Sell |
3,484
-393
| -10% | -$27.7K | 0.02% | 328 |
|
|
2022
Q1 | $294K | Sell |
3,877
-42
| -1% | -$3.19K | ﹤0.01% | 310 |
|
|
2021
Q4 | $341K | Buy |
3,919
+130
| +3% | +$11.3K | 0.02% | 307 |
|
|
2021
Q3 | $312K | Sell |
3,789
-5
| -0.1% | -$412 | 0.02% | 323 |
|
|
2021
Q2 | $310K | Sell |
3,794
-829
| -18% | -$67.7K | 0.02% | 328 |
|
|
2021
Q1 | $316K | Sell |
4,623
-333
| -7% | -$22.8K | 0.02% | 299 |
|
|
2020
Q4 | $335K | Sell |
4,956
-590
| -11% | -$39.9K | 0.03% | 280 |
|
|
2020
Q3 | $346K | Sell |
5,546
-1,105
| -17% | -$68.9K | 0.03% | 267 |
|
|
2020
Q2 | $378K | Buy |
+6,651
| New | +$378K | 0.03% | 244 |
|