IAG Wealth Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-136
| Closed | -$10.9K | – | 466 |
|
|
2023
Q3 | $10.9K | Hold |
136
| – | – | ﹤0.01% | 286 |
|
|
2023
Q2 | $12.1K | Hold |
136
| – | – | ﹤0.01% | 290 |
|
|
2023
Q1 | $11.5K | Buy |
+136
| New | +$11.5K | ﹤0.01% | 294 |
|
|
2021
Q4 | – | Sell |
-20
| Closed | -$2K | – | 421 |
|
|
2021
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 367 |
|
|
2021
Q2 | $2K | Hold |
20
| – | – | ﹤0.01% | 348 |
|
|
2021
Q1 | $2K | Hold |
20
| – | – | ﹤0.01% | 343 |
|
|
2020
Q4 | $2K | Hold |
20
| – | – | ﹤0.01% | 329 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 324 |
|
|
2020
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 364 |
|