YORKBRIDGE WEALTH PARTNERS, LLC – Otis Worldwide Corporation Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$401,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, 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 | Increase | +3.63% | 220 shares | -28K | $63.8 | 6.28K |
| Q2 2022 | share | Increase | +4.62% | 268 shares | -17K | $70.67 | 6.06K |
| Q1 2022 | share | Decrease | -1.51% | -89 shares | -66K | $76.95 | 5.79K |
| Q4 2021 | share | Decrease | -0.88% | -52 shares | 24K | $86.36 | 5.88K |
| Q3 2021 | share | Decrease | -1.07% | -64 shares | -3K | $82.05 | 5.93K |
| Q2 2021 | share | Increase | +5.97% | 338 shares | 103K | $81.33 | 6.00K |
| Q1 2021 | share | Increase | +8.20% | 429 shares | 34K | $67.87 | 5.66K |
| Q4 2020 | share | Decrease | -15.55% | -964 shares | -33K | $66.77 | 5.23K |
| Q3 2020 | share | Increase | +0.03% | 2 shares | 35K | $61.51 | 6.19K |
| Q2 2020 | share | Increase | 0.00% | 6.19K shares | 352K | $55.85 | 6.19K |