MGIA
Matthew Goff Investment Advisor’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-17,908
| Closed | -$1.47M | – | 89 |
|
|
2021
Q3 | $1.47M | Sell |
17,908
-78
| -0.4% | -$6.42K | 0.36% | 45 |
|
|
2021
Q2 | $1.47M | Buy |
17,986
+239
| +1% | +$19.5K | 0.37% | 49 |
|
|
2021
Q1 | $1.22M | Sell |
17,747
-587
| -3% | -$40.2K | 0.34% | 52 |
|
|
2020
Q4 | $1.24M | Sell |
18,334
-170
| -0.9% | -$11.5K | 0.37% | 47 |
|
|
2020
Q3 | $1.16M | Sell |
18,504
-1,137
| -6% | -$71K | 0.37% | 44 |
|
|
2020
Q2 | $1.12M | Buy |
+19,641
| New | +$1.12M | 0.37% | 46 |
|