Roberts Capital Advisors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,374
Closed -$337K 93
2022
Q1
$337K Hold
4,374
0.35% 91
2021
Q4
$381K Buy
+4,374
New +$381K 0.36% 89