Roble Belko & Company’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 |
-64
| Closed | -$5K | – | 364 |
|
|
2022
Q1 | $5K | Hold |
64
| – | – | ﹤0.01% | 325 |
|
|
2021
Q4 | $6K | Hold |
64
| – | – | ﹤0.01% | 280 |
|
|
2021
Q3 | $5K | Hold |
64
| – | – | ﹤0.01% | 266 |
|
|
2021
Q2 | $5K | Hold |
64
| – | – | ﹤0.01% | 284 |
|
|
2021
Q1 | $4K | Hold |
64
| – | – | ﹤0.01% | 280 |
|
|
2020
Q4 | $4K | Hold |
64
| – | – | ﹤0.01% | 270 |
|
|
2020
Q3 | $4K | Hold |
64
| – | – | ﹤0.01% | 271 |
|
|
2020
Q2 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 287 |
|