Sargent Bickham Lagudis’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $26.4K | Hold |
337
| – | – | ﹤0.01% | 554 |
|
|
2022
Q3 | $22K | Sell |
337
-50
| -13% | -$3.26K | ﹤0.01% | 554 |
|
|
2022
Q2 | $27K | Sell |
387
-50
| -11% | -$3.49K | ﹤0.01% | 533 |
|
|
2022
Q1 | $34K | Sell |
437
-25
| -5% | -$1.95K | ﹤0.01% | 526 |
|
|
2021
Q4 | $40K | Sell |
462
-199
| -30% | -$17.2K | ﹤0.01% | 493 |
|
|
2021
Q3 | $54K | Hold |
661
| – | – | ﹤0.01% | 430 |
|
|
2021
Q2 | $54K | Sell |
661
-8
| -1% | -$654 | ﹤0.01% | 439 |
|
|
2021
Q1 | $46K | Buy |
669
+8
| +1% | +$550 | ﹤0.01% | 448 |
|
|
2020
Q4 | $45K | Hold |
661
| – | – | ﹤0.01% | 445 |
|
|
2020
Q3 | $41K | Hold |
661
| – | – | ﹤0.01% | 409 |
|
|
2020
Q2 | $38K | Buy |
+661
| New | +$38K | ﹤0.01% | 394 |
|