Sageworth Trust’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 |
-1,070
| Closed | -$93K | – | 649 |
|
|
2021
Q4 | $93K | Sell |
1,070
-3,564
| -77% | -$310K | 0.01% | 84 |
|
|
2021
Q3 | $381K | Hold |
4,634
| – | – | 0.03% | 69 |
|
|
2021
Q2 | $379K | Hold |
4,634
| – | – | 0.03% | 82 |
|
|
2021
Q1 | $317K | Buy |
4,634
+4,577
| +8,030% | +$313K | 0.03% | 73 |
|
|
2020
Q4 | $4K | Buy |
+57
| New | +$4K | ﹤0.01% | 188 |
|