Kovack Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,517
| Closed | -$219K | – | 764 |
|
|
2021
Q4 | $219K | Sell |
2,517
-37
| -1% | -$3.22K | 0.02% | 631 |
|
|
2021
Q3 | $210K | Sell |
2,554
-196
| -7% | -$16.1K | 0.02% | 641 |
|
|
2021
Q2 | $225K | Buy |
+2,750
| New | +$225K | 0.03% | 601 |
|
|
2021
Q1 | – | Sell |
-2,985
| Closed | -$202K | – | 645 |
|
|
2020
Q4 | $202K | Buy |
+2,985
| New | +$202K | 0.03% | 520 |
|