Money Concepts Capital’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,968
Closed -$311K 2126
2022
Q4
$311K Buy
3,968
+2,889
+268% +$226K 0.01% 546
2022
Q3
$69K Buy
1,079
+3
+0.3% +$192 ﹤0.01% 648
2022
Q2
$77K Sell
1,076
-2,282
-68% -$163K 0.01% 619
2022
Q1
$258K Buy
+3,358
New +$258K 0.01% 630