SNBOSD
Security National Bank of So Dak’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-8,971
| Closed | -$720K | – | 98 |
|
|
2023
Q3 | $720K | Buy |
8,971
+165
| +2% | +$13.3K | 0.53% | 57 |
|
|
2023
Q2 | $784K | Buy |
+8,806
| New | +$784K | 0.56% | 55 |
|
|
2022
Q4 | $772K | Buy |
9,852
+1,769
| +22% | +$139K | 0.56% | 54 |
|
|
2022
Q3 | $516K | Buy |
8,083
+158
| +2% | +$10.1K | 0.46% | 60 |
|
|
2022
Q2 | $560K | Sell |
7,925
-105
| -1% | -$7.42K | 0.46% | 60 |
|
|
2022
Q1 | $618K | Buy |
8,030
+245
| +3% | +$18.9K | 0.43% | 61 |
|
|
2021
Q4 | $678K | Buy |
7,785
+105
| +1% | +$9.15K | 0.46% | 60 |
|
|
2021
Q3 | $632K | Buy |
7,680
+1,332
| +21% | +$110K | 0.48% | 60 |
|
|
2021
Q2 | $519K | Sell |
6,348
-1,231
| -16% | -$101K | 0.4% | 58 |
|
|
2021
Q1 | $518K | Sell |
7,579
-144
| -2% | -$9.84K | 0.43% | 63 |
|
|
2020
Q4 | $522K | Buy |
7,723
+275
| +4% | +$18.6K | 0.46% | 62 |
|
|
2020
Q3 | $465K | Sell |
7,448
-50
| -0.7% | -$3.12K | 0.47% | 62 |
|
|
2020
Q2 | $426K | Buy |
+7,498
| New | +$426K | 0.49% | 57 |
|