Private Ocean’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-15
| Closed | -$1K | – | 619 |
|
|
2022
Q2 | $1K | Sell |
15
-2
| -12% | -$133 | ﹤0.01% | 449 |
|
|
2022
Q1 | $1K | Sell |
17
-148
| -90% | -$8.71K | ﹤0.01% | 560 |
|
|
2021
Q4 | $14K | Hold |
165
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $14K | Buy |
165
+15
| +10% | +$1.27K | ﹤0.01% | 391 |
|
|
2021
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $10K | Sell |
150
-115
| -43% | -$7.67K | ﹤0.01% | 436 |
|
|
2020
Q4 | $18K | Buy |
265
+165
| +165% | +$11.2K | ﹤0.01% | 326 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 404 |
|