RegentAtlantic Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $826K | Buy |
12,947
+129
| +1% | +$8.23K | 0.02% | 349 |
|
|
2022
Q2 | $906K | Sell |
12,818
-238
| -2% | -$16.8K | 0.03% | 335 |
|
|
2022
Q1 | $1.01M | Sell |
13,056
-221
| -2% | -$17K | 0.03% | 319 |
|
|
2021
Q4 | $1.16M | Sell |
13,277
-903
| -6% | -$78.6K | 0.03% | 305 |
|
|
2021
Q3 | $1.17M | Buy |
14,180
+1,070
| +8% | +$88.1K | 0.04% | 277 |
|
|
2021
Q2 | $1.07M | Sell |
13,110
-109
| -0.8% | -$8.91K | 0.03% | 284 |
|
|
2021
Q1 | $905K | Buy |
13,219
+77
| +0.6% | +$5.27K | 0.03% | 292 |
|
|
2020
Q4 | $888K | Buy |
13,142
+559
| +4% | +$37.8K | 0.04% | 258 |
|
|
2020
Q3 | $785K | Sell |
12,583
-749
| -6% | -$46.7K | 0.04% | 263 |
|
|
2020
Q2 | $758K | Buy |
+13,332
| New | +$758K | 0.04% | 256 |
|