SFSG
Sound Financial Strategies Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,238
| Closed | -$630K | – | 96 |
|
|
2021
Q4 | $630K | Sell |
7,238
-164
| -2% | -$14.3K | 0.32% | 60 |
|
|
2021
Q3 | $609K | Sell |
7,402
-90
| -1% | -$7.41K | 0.31% | 53 |
|
|
2021
Q2 | $613K | Sell |
7,492
-1,307
| -15% | -$107K | 0.31% | 56 |
|
|
2021
Q1 | $602K | Buy |
+8,799
| New | +$602K | 0.31% | 44 |
|