JP Morgan Private Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.91M | Sell |
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|
2023
Q2 | $7.45M | Sell |
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|
2023
Q1 | $8M | Sell |
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|
2022
Q4 | $7.62M | Sell |
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|
2022
Q3 | $6.44M | Buy |
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|
2022
Q2 | $6.97M | Sell |
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|
2022
Q1 | $7.78M | Sell |
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|
2021
Q4 | $9.12M | Sell |
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|
2021
Q3 | $8.67M | Buy |
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|
2021
Q2 | $8.32M | Buy |
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|
2021
Q1 | $6.89M | Sell |
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|
2020
Q4 | $7.68M | Sell |
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|
2020
Q3 | $8.02M | Sell |
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|
2020
Q2 | $8.99M | Buy |
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