SHAKESPEARE WEALTH MANAGEMENT, INC. – Otis Worldwide Corporation Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$265,000
portfolio value
SHAKESPEARE WEALTH MANAGEMENT, 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 | -0.07% | -3 shares | -25K | $63.8 | 4.15K |
| Q2 2022 | share | 0.00% | 0 shares | -28K | $70.67 | 4.15K | |
| Q1 2022 | share | Increase | +0.07% | 3 shares | -43K | $76.95 | 4.15K |
| Q4 2021 | share | Decrease | -0.48% | -20 shares | 17K | $86.36 | 4.15K |
| Q3 2021 | share | Increase | +0.70% | 29 shares | -29K | $82.05 | 4.17K |
| Q2 2021 | share | 0.00% | 0 shares | 89K | $81.33 | 4.14K | |
| Q1 2021 | share | 0.00% | 0 shares | 4K | $67.87 | 4.14K | |
| Q4 2020 | share | 0.00% | 0 shares | 21K | $66.77 | 4.14K | |
| Q3 2020 | share | 0.00% | 0 shares | 23K | $61.51 | 4.14K | |
| Q2 2020 | share | Increase | 0.00% | 4.14K shares | 236K | $55.85 | 4.14K |