CONCENTRIC WEALTH MANAGEMENT, LLC – Otis Worldwide Corporation Transaction History
CONCENTRIC WEALTH MANAGEMENT, LLC portfolio value:
$270,000
portfolio value
CONCENTRIC 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 | 0.00% | 0 shares | -29K | $63.8 | 4.22K | |
| Q2 2022 | share | 0.00% | 0 shares | -26K | $70.67 | 4.22K | |
| Q1 2022 | share | 0.00% | 0 shares | -43K | $76.95 | 4.22K | |
| Q4 2021 | share | 0.00% | 0 shares | 20K | $86.36 | 4.22K | |
| Q3 2021 | share | Decrease | -1.17% | -50 shares | -2K | $82.05 | 4.22K |
| Q2 2021 | share | Decrease | -2.29% | -100 shares | 51K | $81.33 | 4.27K |
| Q1 2021 | share | 0.00% | 0 shares | 3K | $67.87 | 4.37K | |
| Q4 2020 | share | Increase | +10.20% | 405 shares | 48K | $66.77 | 4.37K |
| Q3 2020 | share | Decrease | -10.18% | -450 shares | -3K | $61.51 | 3.97K |
| Q2 2020 | share | Increase | 0.00% | 4.42K shares | 251K | $55.85 | 4.42K |