Mitchell & Pahl Private Wealth’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 |
-4,533
| Closed | -$349K | – | 166 |
|
|
2022
Q1 | $349K | Sell |
4,533
-370
| -8% | -$28.5K | 0.22% | 132 |
|
|
2021
Q4 | $427K | Sell |
4,903
-85
| -2% | -$7.4K | 0.27% | 109 |
|
|
2021
Q3 | $410K | Sell |
4,988
-23
| -0.5% | -$1.89K | 0.3% | 104 |
|
|
2021
Q2 | $410K | Sell |
5,011
-13
| -0.3% | -$1.06K | 0.29% | 107 |
|
|
2021
Q1 | $344K | Sell |
5,024
-323
| -6% | -$22.1K | 0.27% | 112 |
|
|
2020
Q4 | $361K | Buy |
+5,347
| New | +$361K | 0.3% | 100 |
|