Regal Wealth Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,346
| Closed | -$204K | – | 54 |
|
|
2021
Q4 | $204K | Buy |
+2,346
| New | +$204K | 0.12% | 50 |
|
|
2021
Q3 | – | Sell |
-2,763
| Closed | -$226K | – | 50 |
|
|
2021
Q2 | $226K | Buy |
2,763
+5
| +0.2% | +$409 | 0.13% | 47 |
|
|
2021
Q1 | $189K | Sell |
2,758
-420
| -13% | -$28.8K | 0.11% | 44 |
|
|
2020
Q4 | $215K | Sell |
3,178
-1,446
| -31% | -$97.8K | 0.13% | 43 |
|
|
2020
Q3 | $289K | Sell |
4,624
-102
| -2% | -$6.38K | 0.23% | 37 |
|
|
2020
Q2 | $269K | Buy |
+4,726
| New | +$269K | 0.22% | 35 |
|