SNT
Security National Trust’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $362K | Hold |
4,435
| – | – | 0.08% | 124 |
|
|
2021
Q2 | $362K | Sell |
4,435
-226
| -5% | -$18.4K | 0.08% | 129 |
|
|
2021
Q1 | $319K | Sell |
4,661
-1,673
| -26% | -$115K | 0.08% | 136 |
|
|
2020
Q4 | $428K | Sell |
6,334
-2,124
| -25% | -$144K | 0.11% | 114 |
|
|
2020
Q3 | $528K | Sell |
8,458
-5,742
| -40% | -$358K | 0.15% | 102 |
|
|
2020
Q2 | $807K | Buy |
+14,200
| New | +$807K | 0.24% | 86 |
|