Heritage Wealth Management (Arizona)’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $470 | Buy |
6
+3
| +100% | +$235 | ﹤0.01% | 1052 |
|
|
2022
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 1079 |
|
|
2022
Q2 | $212 | Hold |
3
| – | – | ﹤0.01% | 966 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 992 |
|
|
2021
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 917 |
|
|
2021
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 874 |
|