HWA
Heritage Way Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $348K | Hold |
4,000
| – | – | 0.13% | 63 |
|
|
2021
Q3 | $329K | Hold |
4,000
| – | – | 0.14% | 64 |
|
|
2021
Q2 | $327K | Hold |
4,000
| – | – | 0.13% | 63 |
|
|
2021
Q1 | $274K | Hold |
4,000
| – | – | 0.12% | 64 |
|
|
2020
Q4 | $270K | Hold |
4,000
| – | – | 0.12% | 61 |
|
|
2020
Q3 | $250K | Hold |
4,000
| – | – | 0.13% | 58 |
|
|
2020
Q2 | $227K | Buy |
+4,000
| New | +$227K | 0.13% | 59 |
|