Ironwood Financial’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-404
| Closed | -$33K | – | 404 |
|
|
2021
Q3 | $33K | Hold |
404
| – | – | 0.01% | 232 |
|
|
2021
Q2 | $33K | Sell |
404
-10
| -2% | -$817 | 0.01% | 229 |
|
|
2021
Q1 | $28K | Hold |
414
| – | – | 0.01% | 228 |
|
|
2020
Q4 | $28K | Buy |
414
+384
| +1,280% | +$26K | 0.01% | 208 |
|
|
2020
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 364 |
|