Western Wealth Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-5,005
Closed -$316K 748
2022
Q3
$316K Sell
5,005
-1,407
-22% -$88.8K 0.02% 618
2022
Q2
$449K Buy
6,412
+1
+0% +$70 0.03% 504
2022
Q1
$494K Buy
6,411
+3,008
+88% +$232K 0.02% 535
2021
Q4
$291K Buy
+3,403
New +$291K 0.03% 475