HHM Wealth 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
Q3 | – | Sell |
-167
| Closed | -$12K | – | 762 |
|
|
2022
Q2 | $12K | Sell |
167
-60
| -26% | -$4.31K | ﹤0.01% | 505 |
|
|
2022
Q1 | $17K | Sell |
227
-112
| -33% | -$8.39K | ﹤0.01% | 460 |
|
|
2021
Q4 | $30K | Buy |
339
+172
| +103% | +$15.2K | 0.01% | 371 |
|
|
2021
Q3 | $14K | Hold |
167
| – | – | ﹤0.01% | 453 |
|
|
2021
Q2 | $14K | Hold |
167
| – | – | ﹤0.01% | 444 |
|
|
2021
Q1 | $11K | Hold |
167
| – | – | ﹤0.01% | 444 |
|
|
2020
Q4 | $11K | Sell |
167
-328
| -66% | -$21.6K | ﹤0.01% | 414 |
|
|
2020
Q3 | $31K | Buy |
495
+164
| +50% | +$10.3K | 0.01% | 273 |
|
|
2020
Q2 | $19K | Buy |
+331
| New | +$19K | 0.01% | 310 |
|