GW & Wade’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $256K | Sell |
2,856
-500
| -15% | -$44.8K | 0.01% | 359 |
|
|
2023
Q3 | $270K | Buy |
3,356
+450
| +15% | +$36.2K | 0.01% | 338 |
|
|
2023
Q2 | $259K | Sell |
2,906
-1
| -0% | -$89 | 0.01% | 341 |
|
|
2023
Q1 | $245K | Sell |
2,907
-57
| -2% | -$4.8K | 0.01% | 337 |
|
|
2022
Q4 | $232K | Sell |
2,964
-408
| -12% | -$31.9K | 0.01% | 343 |
|
|
2022
Q3 | $215K | Buy |
3,372
+40
| +1% | +$2.55K | 0.01% | 349 |
|
|
2022
Q2 | $235K | Buy |
3,332
+14
| +0.4% | +$987 | 0.01% | 342 |
|
|
2022
Q1 | $255K | Sell |
3,318
-397
| -11% | -$30.5K | 0.01% | 339 |
|
|
2021
Q4 | $323K | Sell |
3,715
-141
| -4% | -$12.3K | 0.01% | 308 |
|
|
2021
Q3 | $317K | Buy |
3,856
+307
| +9% | +$25.2K | 0.02% | 298 |
|
|
2021
Q2 | $290K | Sell |
3,549
-623
| -15% | -$50.9K | 0.01% | 314 |
|
|
2021
Q1 | $286K | Buy |
4,172
+614
| +17% | +$42.1K | 0.02% | 287 |
|
|
2020
Q4 | $240K | Buy |
+3,558
| New | +$240K | 0.01% | 276 |
|
|
2020
Q3 | – | Sell |
-5,557
| Closed | -$316K | – | 248 |
|
|
2020
Q2 | $316K | Buy |
+5,557
| New | +$316K | 0.03% | 183 |
|