IMA WEALTH, INC. – Otis Worldwide Corporation Transaction History
IMA WEALTH, INC. portfolio value:
$666,000
portfolio value
IMA WEALTH, INC. quarter portfolio value change:
-9.72%
quarter
Otis Worldwide Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.24% | -131 shares | -81K | $63.8 | 10.43K |
| Q2 2022 | share | Increase | +1.60% | 166 shares | -53K | $70.67 | 10.56K |
| Q1 2022 | share | Decrease | -1.19% | -125 shares | -116K | $76.95 | 10.39K |
| Q4 2021 | share | Decrease | -1.75% | -187 shares | 35K | $86.36 | 10.52K |
| Q3 2021 | share | Decrease | -1.00% | -108 shares | -4K | $82.05 | 10.71K |
| Q2 2021 | share | Decrease | -0.85% | -93 shares | 138K | $81.33 | 10.81K |
| Q1 2021 | share | Increase | +11.01% | 1.08K shares | 83K | $67.87 | 10.91K |
| Q4 2020 | share | Decrease | -8.56% | -920 shares | -7K | $66.77 | 9.82K |
| Q3 2020 | share | Decrease | -0.35% | -38 shares | 58K | $61.51 | 10.74K |
| Q2 2020 | share | Increase | 0.00% | 10.78K shares | 613K | $55.85 | 10.78K |