Level Four Advisory Services’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,642
| Closed | -$216K | – | 587 |
|
|
2021
Q2 | $216K | Sell |
2,642
-1,250
| -32% | -$102K | 0.01% | 610 |
|
|
2021
Q1 | $266K | Sell |
3,892
-476
| -11% | -$32.5K | 0.02% | 530 |
|
|
2020
Q4 | $295K | Sell |
4,368
-32
| -0.7% | -$2.16K | 0.02% | 471 |
|
|
2020
Q3 | $275K | Sell |
4,400
-708
| -14% | -$44.3K | 0.02% | 453 |
|
|
2020
Q2 | $285K | Buy |
+5,108
| New | +$285K | 0.02% | 465 |
|