Sutton Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $37.1K | Buy |
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|
2023
Q2 | $38.3K | Hold |
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|
2023
Q1 | $36.3K | Sell |
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|
2022
Q4 | $102K | Buy |
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|
2022
Q3 | $75.8K | Sell |
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|
2022
Q2 | $84.5K | Buy |
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|
2022
Q1 | $91.4K | Buy |
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|
2021
Q4 | $103K | Hold |
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|
2021
Q3 | $97.3K | Buy |
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|
2021
Q2 | $96.5K | Hold |
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|
2021
Q1 | $80.8K | Buy |
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|
2020
Q4 | $79.3K | Buy |
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|
2020
Q3 | $72.3K | Sell |
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|
2020
Q2 | $66.4K | Buy |
|