TWA
TCI Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-608
| Closed | -$51.3K | – | 1599 |
|
|
2023
Q1 | $51.3K | Hold |
608
| – | – | 0.01% | 429 |
|
|
2022
Q4 | $47.6K | Hold |
608
| – | – | 0.01% | 427 |
|
|
2022
Q3 | $39K | Buy |
608
+29
| +5% | +$1.86K | 0.01% | 436 |
|
|
2022
Q2 | $41K | Hold |
579
| – | – | 0.01% | 424 |
|
|
2022
Q1 | $45K | Sell |
579
-2
| -0.3% | -$155 | 0.01% | 433 |
|
|
2021
Q4 | $51K | Sell |
581
-27
| -4% | -$2.37K | 0.01% | 412 |
|
|
2021
Q3 | $50K | Buy |
608
+28
| +5% | +$2.3K | 0.01% | 406 |
|
|
2021
Q2 | $47K | Buy |
580
+12
| +2% | +$972 | 0.01% | 388 |
|
|
2021
Q1 | $39K | Buy |
568
+70
| +14% | +$4.81K | 0.02% | 388 |
|
|
2020
Q4 | $34K | Sell |
498
-474
| -49% | -$32.4K | 0.02% | 374 |
|
|
2020
Q3 | $61K | Buy |
972
+8
| +0.8% | +$502 | 0.02% | 265 |
|
|
2020
Q2 | $55K | Buy |
+964
| New | +$55K | 0.02% | 286 |
|