River Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,832
| Closed | -$457K | – | 212 |
|
|
2022
Q4 | $457K | Sell |
5,832
-557
| -9% | -$43.6K | 0.09% | 150 |
|
|
2022
Q3 | $408K | Sell |
6,389
-604
| -9% | -$38.6K | 0.09% | 147 |
|
|
2022
Q2 | $494K | Sell |
6,993
-34
| -0.5% | -$2.4K | 0.09% | 149 |
|
|
2022
Q1 | $541K | Buy |
7,027
+33
| +0.5% | +$2.54K | 0.09% | 147 |
|
|
2021
Q4 | $609K | Sell |
6,994
-109
| -2% | -$9.49K | 0.09% | 142 |
|
|
2021
Q3 | $584K | Sell |
7,103
-35
| -0.5% | -$2.88K | 0.1% | 140 |
|
|
2021
Q2 | $584K | Buy |
7,138
+116
| +2% | +$9.49K | 0.1% | 138 |
|
|
2021
Q1 | $481K | Buy |
7,022
+171
| +2% | +$11.7K | 0.09% | 149 |
|
|
2020
Q4 | $463K | Buy |
6,851
+1,658
| +32% | +$112K | 0.1% | 147 |
|
|
2020
Q3 | $324K | Buy |
5,193
+552
| +12% | +$34.4K | 0.08% | 160 |
|
|
2020
Q2 | $264K | Buy |
+4,641
| New | +$264K | 0.08% | 158 |
|