Liberty Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-718
| Closed | -$59K | – | 815 |
|
|
2021
Q3 | $59K | Buy |
718
+2
| +0.3% | +$164 | 0.02% | 392 |
|
|
2021
Q2 | $59K | Sell |
716
-2
| -0.3% | -$165 | 0.02% | 291 |
|
|
2021
Q1 | $46K | Hold |
718
| – | – | 0.02% | 293 |
|
|
2020
Q4 | $46K | Buy |
718
+2
| +0.3% | +$128 | 0.02% | 290 |
|
|
2020
Q3 | $45K | Buy |
716
+100
| +16% | +$6.29K | 0.03% | 252 |
|
|
2020
Q2 | $35K | Buy |
+616
| New | +$35K | 0.02% | 279 |
|