SWP
OTIV

Strategic Wealth Partners’s OTI On Track Innovations Ltd OTIV Stock Holding History

Strategic Wealth Partners’s Portfolio OTIV Stock Details OTIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,200
Closed -$1K – 846
2019
Q1 		$1K Sell
1,200
-139
-10% -$104 ﹤0.01% 759
2018
Q4 		$1K Hold
1,339
– – ﹤0.01% 674
2018
Q3 		$1K Hold
1,339
– – ﹤0.01% 632
2018
Q2 		$2K Hold
1,339
– – ﹤0.01% 715
2018
Q1 		$1K Buy
1,339
+139
+12% +$159 ﹤0.01% 780
2017
Q4 		$2K Buy
+1,200
New +$1.56K ﹤0.01% 707

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