Pin Oak Investment Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-120
| Closed | -$10K | – | 423 |
|
|
2021
Q2 | $10K | Hold |
120
| – | – | 0.01% | 308 |
|
|
2021
Q1 | $8K | Hold |
120
| – | – | 0.01% | 337 |
|
|
2020
Q4 | $8K | Hold |
120
| – | – | 0.01% | 353 |
|
|
2020
Q3 | $7K | Hold |
120
| – | – | 0.01% | 331 |
|
|
2020
Q2 | $7K | Buy |
+120
| New | +$7K | 0.01% | 322 |
|