Zullo Investment Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-30
| Closed | -$2.35K | – | 523 |
|
|
2022
Q4 | $2.35K | Sell |
30
-6
| -17% | -$470 | ﹤0.01% | 679 |
|
|
2022
Q3 | $2K | Hold |
36
| – | – | ﹤0.01% | 705 |
|
|
2022
Q2 | $3K | Hold |
36
| – | – | ﹤0.01% | 685 |
|
|
2022
Q1 | $3K | Sell |
36
-49
| -58% | -$4.08K | ﹤0.01% | 712 |
|
|
2021
Q4 | $7K | Buy |
+85
| New | +$7K | ﹤0.01% | 607 |
|