Tarbox Family Office’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-130
| Closed | -$10K | – | 726 |
|
|
2022
Q1 | $10K | Hold |
130
| – | – | ﹤0.01% | 386 |
|
|
2021
Q4 | $11K | Sell |
130
-1
| -0.8% | -$85 | ﹤0.01% | 445 |
|
|
2021
Q3 | $11K | Hold |
131
| – | – | ﹤0.01% | 474 |
|
|
2021
Q2 | $11K | Hold |
131
| – | – | ﹤0.01% | 479 |
|
|
2021
Q1 | $9K | Sell |
131
-1
| -0.8% | -$69 | ﹤0.01% | 438 |
|
|
2020
Q4 | $9K | Hold |
132
| – | – | ﹤0.01% | 422 |
|
|
2020
Q3 | $8K | Hold |
132
| – | – | ﹤0.01% | 423 |
|
|
2020
Q2 | $8K | Buy |
+132
| New | +$8K | ﹤0.01% | 411 |
|