Providence Capital Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-29
| Closed | -$2K | – | 411 |
|
|
2022
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 382 |
|
|
2021
Q4 | $3K | Sell |
29
-58
| -67% | -$6K | ﹤0.01% | 303 |
|
|
2021
Q3 | $7K | Buy |
+87
| New | +$7K | ﹤0.01% | 234 |
|
|
2021
Q2 | – | Sell |
-54
| Closed | -$4K | – | 333 |
|
|
2021
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 231 |
|
|
2020
Q4 | $4K | Buy |
+54
| New | +$4K | ﹤0.01% | 258 |
|