Next Financial Group’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$277K Sell
3,185
-5
-0.2% -$435 0.02% 759
2021
Q3
$263K Buy
3,190
+261
+9% +$21.5K 0.02% 719
2021
Q2
$239K Sell
2,929
-219
-7% -$17.9K 0.02% 761
2021
Q1
$216K Sell
3,148
-91
-3% -$6.24K 0.02% 743
2020
Q4
$219K Sell
3,239
-85
-3% -$5.75K 0.02% 687
2020
Q3
$208K Buy
+3,324
New +$208K 0.02% 604