Obermeyer Wealth Partners’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 |
-3,085
| Closed | -$242K | – | 230 |
|
|
2022
Q4 | $242K | Buy |
+3,085
| New | +$242K | 0.02% | 188 |
|
|
2022
Q3 | – | Sell |
-3,085
| Closed | -$218K | – | 228 |
|
|
2022
Q2 | $218K | Hold |
3,085
| – | – | 0.02% | 185 |
|
|
2022
Q1 | $237K | Hold |
3,085
| – | – | 0.01% | 204 |
|
|
2021
Q4 | $269K | Hold |
3,085
| – | – | 0.01% | 186 |
|
|
2021
Q3 | $254K | Sell |
3,085
-750
| -20% | -$61.8K | 0.01% | 182 |
|
|
2021
Q2 | $314K | Hold |
3,835
| – | – | 0.02% | 166 |
|
|
2021
Q1 | $263K | Hold |
3,835
| – | – | 0.02% | 170 |
|
|
2020
Q4 | $259K | Sell |
3,835
-145
| -4% | -$9.79K | 0.02% | 127 |
|
|
2020
Q3 | $248K | Sell |
3,980
-77
| -2% | -$4.8K | 0.02% | 122 |
|
|
2020
Q2 | $231K | Buy |
+4,057
| New | +$231K | 0.02% | 121 |
|