USCA RIA’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,394
| Closed | -$575K | – | 584 |
|
|
2021
Q1 | $575K | Sell |
8,394
-36
| -0.4% | -$2.47K | 0.04% | 363 |
|
|
2020
Q4 | $569K | Sell |
8,430
-70
| -0.8% | -$4.73K | 0.04% | 314 |
|
|
2020
Q3 | $531K | Buy |
8,500
+891
| +12% | +$55.7K | 0.04% | 283 |
|
|
2020
Q2 | $433K | Buy |
+7,609
| New | +$433K | 0.04% | 298 |
|