JAG
Journey Advisory Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,775
| Closed | -$296K | – | 241 |
|
|
2022
Q4 | $296K | Sell |
3,775
-1,345
| -26% | -$105K | 0.07% | 177 |
|
|
2022
Q3 | $327K | Sell |
5,120
-672
| -12% | -$42.9K | 0.08% | 179 |
|
|
2022
Q2 | $453K | Sell |
5,792
-485
| -8% | -$37.9K | 0.1% | 164 |
|
|
2022
Q1 | $483K | Sell |
6,277
-275
| -4% | -$21.2K | 0.12% | 138 |
|
|
2021
Q4 | $570K | Buy |
6,552
+300
| +5% | +$26.1K | 0.16% | 119 |
|
|
2021
Q3 | $514K | Sell |
6,252
-416
| -6% | -$34.2K | 0.17% | 112 |
|
|
2021
Q2 | $545K | Sell |
6,668
-187
| -3% | -$15.3K | 0.17% | 113 |
|
|
2021
Q1 | $469K | Sell |
6,855
-157
| -2% | -$10.7K | 0.16% | 113 |
|
|
2020
Q4 | $474K | Buy |
+7,012
| New | +$474K | 0.18% | 107 |
|