Security National Bank’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,226
| Closed | -$289K | – | 308 |
|
|
2023
Q4 | $289K | Hold |
3,226
| – | – | 0.07% | 97 |
|
|
2023
Q3 | $260K | Hold |
3,226
| – | – | 0.07% | 92 |
|
|
2023
Q2 | $287K | Hold |
3,226
| – | – | 0.07% | 90 |
|
|
2023
Q1 | $272K | Hold |
3,226
| – | – | 0.07% | 86 |
|
|
2022
Q4 | $253K | Hold |
3,226
| – | – | 0.07% | 89 |
|
|
2022
Q3 | $206K | Hold |
3,226
| – | – | 0.06% | 97 |
|
|
2022
Q2 | $228K | Hold |
3,226
| – | – | 0.06% | 92 |
|
|
2022
Q1 | $248K | Buy |
+3,226
| New | +$248K | 0.06% | 95 |
|