TW
Transform Wealth’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,478
| Closed | -$564K | – | 226 |
|
|
2021
Q4 | $564K | Sell |
6,478
-649
| -9% | -$56.5K | 0.06% | 151 |
|
|
2021
Q3 | $586K | Buy |
7,127
+941
| +15% | +$77.4K | 0.07% | 152 |
|
|
2021
Q2 | $506K | Buy |
6,186
+607
| +11% | +$49.7K | 0.06% | 166 |
|
|
2021
Q1 | $382K | Sell |
5,579
-8
| -0.1% | -$548 | 0.08% | 176 |
|
|
2020
Q4 | $377K | Sell |
5,587
-1,439
| -20% | -$97.1K | 0.08% | 168 |
|
|
2020
Q3 | $439K | Sell |
7,026
-288
| -4% | -$18K | 0.07% | 156 |
|
|
2020
Q2 | $416K | Buy |
+7,314
| New | +$416K | 0.07% | 159 |
|