EVERCORE WEALTH MANAGEMENT, LLC – Otis Worldwide Corporation Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$1.78M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC 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 | -0.47% | -131 shares | -202K | $63.8 | 27.91K |
| Q2 2022 | share | 0.00% | 0 shares | -176K | $70.67 | 28.04K | |
| Q1 2022 | share | Decrease | -0.61% | -171 shares | -299K | $76.95 | 28.04K |
| Q4 2021 | share | Decrease | -2.03% | -585 shares | 88K | $86.36 | 28.21K |
| Q3 2021 | share | 0.00% | 0 shares | 13K | $82.05 | 28.79K | |
| Q2 2021 | share | Decrease | -0.05% | -13 shares | 384K | $81.33 | 28.79K |
| Q1 2021 | share | Decrease | -8.68% | -2.73K shares | -159K | $67.87 | 28.81K |
| Q4 2020 | share | Decrease | -6.74% | -2.28K shares | 19K | $66.77 | 31.55K |
| Q3 2020 | share | Decrease | -2.55% | -884 shares | 138K | $61.51 | 33.83K |
| Q2 2020 | share | Increase | 0.00% | 34.71K shares | 1.97M | $55.85 | 34.71K |