Ironwood 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 | – | Sell |
-1,323
| Closed | -$93K | – | 54 |
|
|
2022
Q3 | $93K | Hold |
1,323
| – | – | 0.04% | 38 |
|
|
2022
Q2 | $93K | Buy |
1,323
+8
| +0.6% | +$562 | 0.04% | 38 |
|
|
2022
Q1 | $101K | Hold |
1,315
| – | – | 0.04% | 39 |
|
|
2021
Q4 | $114K | Hold |
1,315
| – | – | 0.05% | 34 |
|
|
2021
Q3 | $108K | Hold |
1,315
| – | – | 0.05% | 34 |
|
|
2021
Q2 | $108K | Hold |
1,315
| – | – | 0.06% | 34 |
|
|
2021
Q1 | $90K | Hold |
1,315
| – | – | 0.06% | 31 |
|
|
2020
Q4 | $89K | Buy |
+1,315
| New | +$89K | 0.06% | 31 |
|