Lenox Wealth 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 | $12K | Sell |
154
-10
| -6% | -$779 | ﹤0.01% | 457 |
|
|
2021
Q4 | $14K | Buy |
164
+101
| +160% | +$8.62K | ﹤0.01% | 459 |
|
|
2021
Q3 | $5K | Buy |
63
+2
| +3% | +$159 | ﹤0.01% | 560 |
|
|
2021
Q2 | $5K | Buy |
61
+1
| +2% | +$82 | ﹤0.01% | 557 |
|
|
2021
Q1 | $4K | Sell |
60
-124
| -67% | -$8.27K | ﹤0.01% | 541 |
|
|
2020
Q4 | $12K | Sell |
184
-11
| -6% | -$717 | ﹤0.01% | 398 |
|
|
2020
Q3 | $12K | Sell |
195
-450
| -70% | -$27.7K | ﹤0.01% | 355 |
|
|
2020
Q2 | $37K | Buy |
+645
| New | +$37K | 0.01% | 193 |
|