GW & Wade’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $256K | Sell |
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|
2023
Q3 | $270K | Buy |
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|
2023
Q2 | $259K | Sell |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $232K | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $255K | Sell |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $240K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $316K | Buy |
|