TLFA
True Link Financial Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-112
| Closed | -$10K | – | 229 |
|
|
2021
Q4 | $10K | Sell |
112
-30
| -21% | -$2.68K | ﹤0.01% | 629 |
|
|
2021
Q3 | $12K | Hold |
142
| – | – | ﹤0.01% | 609 |
|
|
2021
Q2 | $12K | Buy |
142
+30
| +27% | +$2.54K | ﹤0.01% | 547 |
|
|
2021
Q1 | $8K | Hold |
112
| – | – | ﹤0.01% | 616 |
|
|
2020
Q4 | $8K | Buy |
+112
| New | +$8K | ﹤0.01% | 642 |
|