WBH Advisory’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,152
| Closed | -$274K | – | 325 |
|
|
2021
Q4 | $274K | Hold |
3,152
| – | – | 0.03% | 278 |
|
|
2021
Q3 | $259K | Hold |
3,152
| – | – | 0.03% | 259 |
|
|
2021
Q2 | $281K | Sell |
3,152
-91
| -3% | -$8.11K | 0.04% | 232 |
|
|
2021
Q1 | $222K | Sell |
3,243
-296
| -8% | -$20.3K | 0.04% | 254 |
|
|
2020
Q4 | $231K | Sell |
3,539
-330
| -9% | -$21.5K | 0.04% | 243 |
|
|
2020
Q3 | $241K | Sell |
3,869
-503
| -12% | -$31.3K | 0.05% | 223 |
|
|
2020
Q2 | $248K | Buy |
+4,372
| New | +$248K | 0.06% | 213 |
|