Surevest’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $230K | Hold |
3,599
| – | – | 0.06% | 134 |
|
|
2022
Q2 | $254K | Buy |
3,599
+24
| +0.7% | +$1.69K | 0.07% | 129 |
|
|
2022
Q1 | $275K | Sell |
3,575
-134
| -4% | -$10.3K | 0.07% | 125 |
|
|
2021
Q4 | $323K | Sell |
3,709
-103
| -3% | -$8.97K | 0.08% | 103 |
|
|
2021
Q3 | $314K | Buy |
3,812
+114
| +3% | +$9.39K | 0.08% | 94 |
|
|
2021
Q2 | $302K | Sell |
3,698
-2,428
| -40% | -$198K | 0.08% | 91 |
|
|
2021
Q1 | $419K | Sell |
6,126
-3,001
| -33% | -$205K | 0.13% | 78 |
|
|
2020
Q4 | $617K | Sell |
9,127
-510
| -5% | -$34.5K | 0.21% | 69 |
|
|
2020
Q3 | $602K | Sell |
9,637
-3,759
| -28% | -$235K | 0.24% | 67 |
|
|
2020
Q2 | $762K | Buy |
+13,396
| New | +$762K | 0.34% | 66 |
|