Warther Private Wealth’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-2,843
| Closed | -$204K | – | 99 |
|
|
2022
Q2 | $204K | Sell |
2,843
-1,812
| -39% | -$130K | 0.15% | 105 |
|
|
2022
Q1 | $355K | Sell |
4,655
-23
| -0.5% | -$1.75K | 0.23% | 97 |
|
|
2021
Q4 | $400K | Sell |
4,678
-13
| -0.3% | -$1.11K | 0.3% | 79 |
|
|
2021
Q3 | $387K | Sell |
4,691
-3
| -0.1% | -$247 | 0.35% | 78 |
|
|
2021
Q2 | $385K | Buy |
+4,694
| New | +$385K | 0.37% | 68 |
|