Standard Family Office’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-437
| Closed | -$38K | – | 195 |
|
|
2021
Q4 | $38K | Buy |
+437
| New | +$38K | 0.34% | 66 |
|
|
2021
Q3 | – | Sell |
-21
| Closed | -$2K | – | 387 |
|
|
2021
Q2 | $2K | Hold |
21
| – | – | ﹤0.01% | 413 |
|
|
2021
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 560 |
|
|
2020
Q4 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 551 |
|