TA
Tiedemann Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,857
| Closed | -$202K | – | 244 |
|
|
2022
Q2 | $202K | Hold |
2,857
| – | – | 0.02% | 214 |
|
|
2022
Q1 | $219K | Hold |
2,857
| – | – | 0.01% | 262 |
|
|
2021
Q4 | $248K | Hold |
2,857
| – | – | 0.01% | 254 |
|
|
2021
Q3 | $236K | Sell |
2,857
-216
| -7% | -$17.8K | 0.01% | 265 |
|
|
2021
Q2 | $252K | Buy |
3,073
+3
| +0.1% | +$246 | 0.01% | 313 |
|
|
2021
Q1 | $211K | Hold |
3,070
| – | – | 0.01% | 305 |
|
|
2020
Q4 | $205K | Sell |
3,070
-737
| -19% | -$49.2K | 0.01% | 299 |
|
|
2020
Q3 | $236K | Hold |
3,807
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $216K | Buy |
+3,807
| New | +$216K | 0.01% | 274 |
|