SWM
Selective Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-81
| Closed | -$5K | – | 543 |
|
|
2022
Q3 | $5K | Sell |
81
-73
| -47% | -$4.51K | ﹤0.01% | 595 |
|
|
2022
Q2 | $11K | Hold |
154
| – | – | ﹤0.01% | 552 |
|
|
2022
Q1 | $12K | Hold |
154
| – | – | ﹤0.01% | 516 |
|
|
2021
Q4 | $13K | Hold |
154
| – | – | 0.01% | 467 |
|
|
2021
Q3 | $13K | Sell |
154
-73
| -32% | -$6.16K | 0.01% | 404 |
|
|
2021
Q2 | $19K | Hold |
227
| – | – | 0.02% | 284 |
|
|
2021
Q1 | $16K | Sell |
227
-128
| -36% | -$9.02K | 0.01% | 212 |
|
|
2020
Q4 | $24K | Hold |
355
| – | – | 0.02% | 167 |
|
|
2020
Q3 | $22K | Hold |
355
| – | – | 0.02% | 148 |
|
|
2020
Q2 | $20K | Buy |
+355
| New | +$20K | 0.02% | 177 |
|