Lee Financial’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9
| Closed | -$1K | – | 955 |
|
|
2022
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 730 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$3K | – | 684 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 448 |
|
|
2020
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 440 |
|
|
2020
Q3 | $3K | Hold |
50
| – | – | ﹤0.01% | 492 |
|
|
2020
Q2 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 466 |
|