Whitegate Investment Counselors’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q3
Sell
-4,719
Closed -$268K 203
2020
Q2
$268K Buy
+4,719
New +$268K 0.05% 170