Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,514
| Closed | -$219K | – | 304 |
|
|
2021
Q4 | $219K | Sell |
2,514
-1,351
| -35% | -$118K | 0.04% | 257 |
|
|
2021
Q3 | $318K | Hold |
3,865
| – | – | 0.05% | 221 |
|
|
2021
Q2 | $316K | Hold |
3,865
| – | – | 0.05% | 220 |
|
|
2021
Q1 | $300K | Buy |
3,865
+475
| +14% | +$36.9K | 0.05% | 206 |
|
|
2020
Q4 | $229K | Buy |
3,390
+750
| +28% | +$50.7K | 0.04% | 216 |
|
|
2020
Q3 | $165K | Sell |
2,640
-25
| -0.9% | -$1.56K | 0.03% | 218 |
|
|
2020
Q2 | $152K | Buy |
+2,665
| New | +$152K | 0.03% | 214 |
|