Kelleher Financial Advisors’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 |
-800
| Closed | -$66K | – | 139 |
|
|
2021
Q3 | $66K | Buy |
+800
| New | +$66K | 0.03% | 144 |
|
|
2021
Q2 | – | Sell |
-800
| Closed | -$55K | – | 133 |
|
|
2021
Q1 | $55K | Hold |
800
| – | – | 0.04% | 113 |
|
|
2020
Q4 | $54K | Hold |
800
| – | – | 0.04% | 101 |
|
|
2020
Q3 | $49K | Hold |
800
| – | – | 0.04% | 99 |
|
|
2020
Q2 | $45K | Buy |
+800
| New | +$45K | 0.04% | 101 |
|