Traverso Chambers Private Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $366K | Hold |
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|
2023
Q3 | $328K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $345K | Hold |
|
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|
2022
Q4 | $320K | Hold |
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|
2022
Q3 | $261K | Hold |
|
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $314K | Hold |
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|
2021
Q4 | $356K | Hold |
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|
2021
Q3 | $336K | Hold |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $280K | Hold |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $258K | Hold |
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|
2020
Q2 | $235K | Buy |
|