Sterling Investment Advisors (Pennsylvania)’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-100
| Closed | -$8K | – | 599 |
|
|
2022
Q1 | $8K | Hold |
100
| – | – | ﹤0.01% | 461 |
|
|
2021
Q4 | $9K | Hold |
100
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $8K | Sell |
100
-300
| -75% | -$24K | ﹤0.01% | 452 |
|
|
2021
Q2 | $33K | Hold |
400
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $27K | Sell |
400
-325
| -45% | -$21.9K | 0.01% | 298 |
|
|
2020
Q4 | $49K | Hold |
725
| – | – | 0.02% | 227 |
|
|
2020
Q3 | $45K | Sell |
725
-291
| -29% | -$18.1K | 0.02% | 221 |
|
|
2020
Q2 | $57K | Buy |
+1,016
| New | +$57K | 0.02% | 203 |
|