TCPWM
Traverso Chambers Private Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $366K | Hold |
4,086
| – | – | 0.09% | 91 |
|
|
2023
Q3 | $328K | Hold |
4,086
| – | – | 0.09% | 91 |
|
|
2023
Q2 | $364K | Hold |
4,086
| – | – | 0.1% | 84 |
|
|
2023
Q1 | $345K | Hold |
4,086
| – | – | 0.09% | 85 |
|
|
2022
Q4 | $320K | Hold |
4,086
| – | – | 0.09% | 86 |
|
|
2022
Q3 | $261K | Hold |
4,086
| – | – | 0.08% | 92 |
|
|
2022
Q2 | $289K | Hold |
4,086
| – | – | 0.1% | 89 |
|
|
2022
Q1 | $314K | Hold |
4,086
| – | – | 0.09% | 95 |
|
|
2021
Q4 | $356K | Hold |
4,086
| – | – | 0.11% | 91 |
|
|
2021
Q3 | $336K | Hold |
4,086
| – | – | 0.1% | 88 |
|
|
2021
Q2 | $334K | Hold |
4,086
| – | – | 0.11% | 87 |
|
|
2021
Q1 | $280K | Hold |
4,086
| – | – | 0.09% | 96 |
|
|
2020
Q4 | $276K | Sell |
4,086
-46
| -1% | -$3.11K | 0.1% | 88 |
|
|
2020
Q3 | $258K | Hold |
4,132
| – | – | 0.1% | 88 |
|
|
2020
Q2 | $235K | Buy |
+4,132
| New | +$235K | 0.1% | 87 |
|