Graves Light Lenhart Wealth’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-619
| Closed | -$44K | – | 452 |
|
|
2022
Q2 | $44K | Hold |
619
| – | – | 0.01% | 320 |
|
|
2022
Q1 | $48K | Sell |
619
-289
| -32% | -$22.4K | 0.01% | 358 |
|
|
2021
Q4 | $79K | Buy |
908
+1
| +0.1% | +$87 | 0.01% | 338 |
|
|
2021
Q3 | $75K | Hold |
907
| – | – | 0.01% | 319 |
|
|
2021
Q2 | $74K | Hold |
907
| – | – | 0.01% | 329 |
|
|
2021
Q1 | $62K | Buy |
907
+1
| +0.1% | +$68 | 0.01% | 352 |
|
|
2020
Q4 | $61K | Buy |
+906
| New | +$61K | 0.01% | 345 |
|