LVW Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,473
| Closed | -$293K | – | 223 |
|
|
2023
Q1 | $293K | Sell |
3,473
-165
| -5% | -$13.9K | 0.06% | 187 |
|
|
2022
Q4 | $285K | Sell |
3,638
-168
| -4% | -$13.2K | 0.06% | 187 |
|
|
2022
Q3 | $243K | Hold |
3,806
| – | – | 0.05% | 191 |
|
|
2022
Q2 | $269K | Sell |
3,806
-90
| -2% | -$6.36K | 0.05% | 192 |
|
|
2022
Q1 | $300K | Buy |
3,896
+87
| +2% | +$6.7K | 0.05% | 188 |
|
|
2021
Q4 | $332K | Buy |
3,809
+420
| +12% | +$36.6K | 0.06% | 185 |
|
|
2021
Q3 | $279K | Buy |
+3,389
| New | +$279K | 0.05% | 199 |
|