River Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $408K | Sell |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $541K | Buy |
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|
2021
Q4 | $609K | Sell |
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|
2021
Q3 | $584K | Sell |
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|
2021
Q2 | $584K | Buy |
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|
2021
Q1 | $481K | Buy |
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|
2020
Q4 | $463K | Buy |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $264K | Buy |
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