Laurel Wealth Advisors (California)’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 | – | Sell |
-3,106
| Closed | -$220K | – | 658 |
|
|
2022
Q2 | $220K | Buy |
3,106
+471
| +18% | +$33.4K | 0.02% | 602 |
|
|
2022
Q1 | $203K | Buy |
2,635
+251
| +11% | +$19.3K | 0.02% | 719 |
|
|
2021
Q4 | $208K | Buy |
+2,384
| New | +$208K | 0.02% | 752 |
|
|
2021
Q1 | – | Sell |
-3,893
| Closed | -$263K | – | 475 |
|
|
2020
Q4 | $263K | Sell |
3,893
-420
| -10% | -$28.4K | 0.04% | 365 |
|
|
2020
Q3 | $269K | Sell |
4,313
-33
| -0.8% | -$2.06K | 0.04% | 323 |
|
|
2020
Q2 | $247K | Buy |
+4,346
| New | +$247K | 0.05% | 325 |
|