YorkBridge Wealth Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $429K | Buy |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $512K | Sell |
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|
2021
Q3 | $488K | Sell |
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|
2021
Q2 | $491K | Buy |
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|
2021
Q1 | $388K | Buy |
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|
2020
Q4 | $354K | Sell |
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|
2020
Q3 | $387K | Buy |
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|
2020
Q2 | $352K | Buy |
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