Sierra Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-307
| Closed | -$22K | – | 706 |
|
|
2022
Q2 | $22K | Sell |
307
-12
| -4% | -$860 | ﹤0.01% | 391 |
|
|
2022
Q1 | $25K | Hold |
319
| – | – | ﹤0.01% | 394 |
|
|
2021
Q4 | $28K | Buy |
319
+12
| +4% | +$1.05K | ﹤0.01% | 386 |
|
|
2021
Q3 | $25K | Hold |
307
| – | – | ﹤0.01% | 340 |
|
|
2021
Q2 | $25K | Hold |
307
| – | – | ﹤0.01% | 321 |
|
|
2021
Q1 | $21K | Buy |
+307
| New | +$21K | ﹤0.01% | 311 |
|