IFG Advisory’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-4,465
| Closed | -$305K | – | 498 |
|
|
2021
Q1 | $305K | Sell |
4,465
-250
| -5% | -$17.1K | 0.04% | 391 |
|
|
2020
Q4 | $318K | Sell |
4,715
-422
| -8% | -$28.5K | 0.04% | 338 |
|
|
2020
Q3 | $320K | Sell |
5,137
-117
| -2% | -$7.29K | 0.05% | 312 |
|
|
2020
Q2 | $298K | Buy |
+5,254
| New | +$298K | 0.05% | 310 |
|