Kore Private Wealth’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $233K | Sell |
3,659
-79
| -2% | -$5.03K | 0.04% | 224 |
|
|
2022
Q2 | $264K | Buy |
3,738
+618
| +20% | +$43.6K | 0.04% | 237 |
|
|
2022
Q1 | $240K | Buy |
3,120
+176
| +6% | +$13.5K | 0.03% | 281 |
|
|
2021
Q4 | $256K | Sell |
2,944
-2,017
| -41% | -$175K | 0.03% | 259 |
|
|
2021
Q3 | $408K | Buy |
4,961
+731
| +17% | +$60.1K | 0.04% | 270 |
|
|
2021
Q2 | $346K | Buy |
4,230
+1,087
| +35% | +$88.9K | 0.04% | 288 |
|
|
2021
Q1 | $215K | Sell |
3,143
-104
| -3% | -$7.11K | 0.03% | 334 |
|
|
2020
Q4 | $219K | Sell |
3,247
-122
| -4% | -$8.23K | 0.03% | 299 |
|
|
2020
Q3 | $210K | Buy |
3,369
+465
| +16% | +$29K | 0.04% | 247 |
|
|
2020
Q2 | $165K | Buy |
+2,904
| New | +$165K | 0.03% | 261 |
|