SWA
Sutton Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $37.1K | Buy |
462
+32
| +7% | +$2.57K | 0.02% | 270 |
|
|
2023
Q2 | $38.3K | Hold |
430
| – | – | 0.02% | 262 |
|
|
2023
Q1 | $36.3K | Sell |
430
-873
| -67% | -$73.7K | 0.02% | 236 |
|
|
2022
Q4 | $102K | Buy |
1,303
+115
| +10% | +$9.01K | 0.04% | 245 |
|
|
2022
Q3 | $75.8K | Sell |
1,188
-7
| -0.6% | -$447 | 0.03% | 290 |
|
|
2022
Q2 | $84.5K | Buy |
1,195
+7
| +0.6% | +$495 | 0.03% | 265 |
|
|
2022
Q1 | $91.4K | Buy |
1,188
+5
| +0.4% | +$385 | 0.03% | 266 |
|
|
2021
Q4 | $103K | Hold |
1,183
| – | – | 0.03% | 255 |
|
|
2021
Q3 | $97.3K | Buy |
1,183
+3
| +0.3% | +$247 | 0.04% | 253 |
|
|
2021
Q2 | $96.5K | Hold |
1,180
| – | – | 0.04% | 254 |
|
|
2021
Q1 | $80.8K | Buy |
1,180
+6
| +0.5% | +$411 | 0.03% | 271 |
|
|
2020
Q4 | $79.3K | Buy |
1,174
+15
| +1% | +$1.01K | 0.03% | 255 |
|
|
2020
Q3 | $72.3K | Sell |
1,159
-8
| -0.7% | -$499 | 0.04% | 245 |
|
|
2020
Q2 | $66.4K | Buy |
+1,167
| New | +$66.4K | 0.03% | 249 |
|