Schubert & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-53
| Closed | -$4.47K | – | 1065 |
|
|
2023
Q1 | $4.47K | Buy |
53
+13
| +33% | +$1.1K | ﹤0.01% | 492 |
|
|
2022
Q4 | $3.13K | Sell |
40
-8
| -17% | -$626 | ﹤0.01% | 630 |
|
|
2022
Q3 | $3K | Buy |
48
+4
| +9% | +$250 | ﹤0.01% | 652 |
|
|
2022
Q2 | $3K | Buy |
44
+23
| +110% | +$1.57K | ﹤0.01% | 633 |
|
|
2022
Q1 | $2K | Buy |
21
+2
| +11% | +$190 | ﹤0.01% | 463 |
|
|
2021
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 422 |
|