9258 Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $278K | Hold |
2,679
| – | – | 0.04% | 281 |
|
|
2024
Q2 | $258K | Hold |
2,679
| – | – | 0.04% | 282 |
|
|
2024
Q1 | $266K | Hold |
2,679
| – | – | 0.04% | 282 |
|
|
2023
Q4 | $240K | Sell |
2,679
-57
| -2% | -$5.1K | 0.04% | 282 |
|
|
2023
Q3 | $220K | Hold |
2,736
| – | – | 0.04% | 287 |
|
|
2023
Q2 | $244K | Sell |
2,736
-101
| -4% | -$8.99K | 0.05% | 280 |
|
|
2023
Q1 | $239K | Sell |
2,837
-12
| -0.4% | -$1.01K | 0.05% | 282 |
|
|
2022
Q4 | $223K | Buy |
+2,849
| New | +$223K | 0.05% | 290 |
|
|
2022
Q3 | – | Sell |
-2,956
| Closed | -$209K | – | 339 |
|
|
2022
Q2 | $209K | Sell |
2,956
-125
| -4% | -$8.84K | 0.05% | 312 |
|
|
2022
Q1 | $237K | Sell |
3,081
-21
| -0.7% | -$1.62K | 0.06% | 319 |
|
|
2021
Q4 | $270K | Buy |
3,102
+17
| +0.6% | +$1.48K | 0.06% | 310 |
|
|
2021
Q3 | $254K | Buy |
3,085
+2
| +0.1% | +$165 | 0.07% | 288 |
|
|
2021
Q2 | $252K | Sell |
3,083
-211
| -6% | -$17.2K | 0.07% | 293 |
|
|
2021
Q1 | $225K | Sell |
3,294
-138
| -4% | -$9.43K | 0.07% | 291 |
|
|
2020
Q4 | $232K | Buy |
3,432
+111
| +3% | +$7.5K | 0.08% | 266 |
|
|
2020
Q3 | $203K | Buy |
+3,321
| New | +$203K | 0.08% | 270 |
|