Ten Capital Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-42
| Closed | -$3.55K | – | 433 |
|
|
2023
Q1 | $3.55K | Buy |
42
+23
| +121% | +$1.94K | ﹤0.01% | 439 |
|
|
2022
Q4 | $1.45K | Sell |
19
-3
| -14% | -$229 | ﹤0.01% | 457 |
|
|
2022
Q3 | $1K | Sell |
22
-30
| -58% | -$1.36K | ﹤0.01% | 525 |
|
|
2022
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 352 |
|
|
2022
Q1 | $4K | Sell |
52
-28
| -35% | -$2.15K | ﹤0.01% | 396 |
|
|
2021
Q4 | $7K | Hold |
80
| – | – | ﹤0.01% | 342 |
|
|
2021
Q3 | $7K | Buy |
80
+30
| +60% | +$2.63K | ﹤0.01% | 299 |
|
|
2021
Q2 | $4K | Buy |
50
+16
| +47% | +$1.28K | ﹤0.01% | 386 |
|
|
2021
Q1 | $2K | Hold |
34
| – | – | ﹤0.01% | 326 |
|
|
2020
Q4 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 331 |
|