HC Financial Advisors’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 | $27K | Hold |
385
| – | – | 0.02% | 165 |
|
|
2022
Q1 | $30K | Hold |
385
| – | – | 0.02% | 168 |
|
|
2021
Q4 | $34K | Hold |
385
| – | – | 0.02% | 167 |
|
|
2021
Q3 | $32K | Hold |
385
| – | – | 0.02% | 159 |
|
|
2021
Q2 | $31K | Sell |
385
-219
| -36% | -$17.6K | 0.02% | 164 |
|
|
2021
Q1 | $41K | Hold |
604
| – | – | 0.03% | 142 |
|
|
2020
Q4 | $41K | Buy |
604
+219
| +57% | +$14.9K | 0.03% | 152 |
|
|
2020
Q3 | $24K | Buy |
+385
| New | +$24K | 0.02% | 168 |
|