PG
Proffitt & Goodson’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,798
| Closed | -$249K | – | 235 |
|
|
2023
Q2 | $249K | Buy |
2,798
+7
| +0.3% | +$623 | 0.05% | 99 |
|
|
2023
Q1 | $236K | Buy |
2,791
+88
| +3% | +$7.43K | 0.05% | 101 |
|
|
2022
Q4 | $212K | Hold |
2,703
| – | – | 0.05% | 102 |
|
|
2022
Q3 | $172K | Buy |
2,703
+274
| +11% | +$17.4K | 0.04% | 110 |
|
|
2022
Q2 | $172K | Sell |
2,429
-110
| -4% | -$7.79K | 0.04% | 113 |
|
|
2022
Q1 | $195K | Sell |
2,539
-187
| -7% | -$14.4K | 0.04% | 113 |
|
|
2021
Q4 | $237K | Sell |
2,726
-50
| -2% | -$4.35K | 0.04% | 101 |
|
|
2021
Q3 | $228K | Sell |
2,776
-14
| -0.5% | -$1.15K | 0.04% | 98 |
|
|
2021
Q2 | $228K | Sell |
2,790
-35
| -1% | -$2.86K | 0.04% | 97 |
|
|
2021
Q1 | $193K | Sell |
2,825
-250
| -8% | -$17.1K | 0.04% | 99 |
|
|
2020
Q4 | $208K | Sell |
3,075
-25
| -0.8% | -$1.69K | 0.04% | 97 |
|
|
2020
Q3 | $193K | Sell |
3,100
-421
| -12% | -$26.2K | 0.04% | 91 |
|
|
2020
Q2 | $200K | Buy |
+3,521
| New | +$200K | 0.04% | 87 |
|