Ranch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-115
| Closed | -$9K | – | 433 |
|
|
2021
Q3 | $9K | Hold |
115
| – | – | 0.01% | 483 |
|
|
2021
Q2 | $9K | Hold |
115
| – | – | 0.01% | 667 |
|
|
2021
Q1 | $7K | Hold |
115
| – | – | ﹤0.01% | 694 |
|
|
2020
Q4 | $7K | Hold |
115
| – | – | 0.01% | 684 |
|
|
2020
Q3 | $7K | Hold |
115
| – | – | 0.01% | 675 |
|
|
2020
Q2 | $7K | Buy |
+115
| New | +$7K | 0.01% | 702 |
|