Mid Atlantic Financial 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
Q3 | $347K | Sell |
4,223
-210
| -5% | -$17.3K | 0.02% | 602 |
|
|
2021
Q2 | $363K | Buy |
4,433
+65
| +1% | +$5.32K | 0.02% | 590 |
|
|
2021
Q1 | $299K | Sell |
4,368
-98
| -2% | -$6.71K | 0.02% | 628 |
|
|
2020
Q4 | $302K | Buy |
4,466
+99
| +2% | +$6.7K | 0.02% | 572 |
|
|
2020
Q3 | $277K | Buy |
4,367
+284
| +7% | +$18K | 0.02% | 548 |
|
|
2020
Q2 | $232K | Buy |
+4,083
| New | +$232K | 0.02% | 574 |
|