San Francisco Sentry Investment Group’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$20K Sell
236
-50
-17% -$4.24K 0.01% 477
2021
Q1
$19K Sell
286
-155
-35% -$10.3K 0.01% 500
2020
Q4
$29K Hold
441
0.01% 425
2020
Q3
$27K Sell
441
-182
-29% -$11.1K 0.01% 398
2020
Q2
$35K Buy
+623
New +$35K 0.02% 366