New England Guild Wealth 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
Q4
$340K Hold
4,337
0.18% 52
2022
Q3
$277K Hold
4,337
0.17% 57
2022
Q2
$306K Hold
4,337
0.19% 56
2022
Q1
$334K Hold
4,337
0.18% 58
2021
Q4
$378K Buy
+4,337
New +$378K 0.19% 55