Operose Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-225
| Closed | -$20K | – | 766 |
|
|
2023
Q2 | $20K | Hold |
225
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $19K | Hold |
225
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $17.6K | Buy |
225
+75
| +50% | +$5.87K | 0.01% | 231 |
|
|
2022
Q3 | $10K | Hold |
150
| – | – | 0.01% | 263 |
|
|
2022
Q2 | $11K | Hold |
150
| – | – | 0.01% | 235 |
|
|
2022
Q1 | $12K | Hold |
150
| – | – | 0.01% | 254 |
|
|
2021
Q4 | $13K | Buy |
+150
| New | +$13K | 0.01% | 240 |
|