Mayflower Financial 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
Q2 | – | Sell |
-5,664
| Closed | -$436K | – | 354 |
|
|
2022
Q1 | $436K | Sell |
5,664
-4,652
| -45% | -$358K | 0.06% | 221 |
|
|
2021
Q4 | $898K | Buy |
10,316
+187
| +2% | +$16.3K | 0.12% | 121 |
|
|
2021
Q3 | $855K | Sell |
10,129
-63
| -0.6% | -$5.32K | 0.12% | 125 |
|
|
2021
Q2 | $833K | Sell |
10,192
-1,529
| -13% | -$125K | 0.11% | 122 |
|
|
2021
Q1 | $802K | Buy |
11,721
+84
| +0.7% | +$5.75K | 0.12% | 115 |
|
|
2020
Q4 | $786K | Buy |
+11,637
| New | +$786K | 0.14% | 113 |
|