9258 Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $258K | Hold |
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|
2024
Q1 | $266K | Hold |
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|
2023
Q4 | $240K | Sell |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $209K | Sell |
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|
2022
Q1 | $237K | Sell |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $225K | Sell |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $203K | Buy |
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