Steward Financial Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $8K | Buy |
+110
| New | +$8K | ﹤0.01% | 458 |
|
|
2023
Q2 | – | Sell |
-113
| Closed | -$9K | – | 833 |
|
|
2023
Q1 | $9K | Buy |
113
+69
| +157% | +$5.5K | ﹤0.01% | 215 |
|
|
2022
Q4 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 275 |
|
|
2022
Q3 | – | Sell |
-74
| Closed | -$5K | – | 948 |
|
|
2022
Q2 | $5K | Buy |
74
+50
| +208% | +$3.38K | ﹤0.01% | 343 |
|
|
2022
Q1 | $1K | Buy |
24
+12
| +100% | +$500 | ﹤0.01% | 302 |
|
|
2021
Q4 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 249 |
|