HC Financial Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
$27K Hold
2022
Q1
$30K Hold
2021
Q4
$34K Hold
2021
Q3
$32K Hold
2021
Q2
$31K Sell
2021
Q1
$41K Hold
2020
Q4
$41K Buy
2020
Q3
$24K Buy