RegentAtlantic Capital’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$826K Buy
2022
Q2
$906K Sell
2022
Q1
$1M Sell
2021
Q4
$1.16M Sell
2021
Q3
$1.17M Buy
2021
Q2
$1.07M Sell
2021
Q1
$905K Buy
2020
Q4
$888K Buy
2020
Q3
$785K Sell
2020
Q2
$758K Buy