Advisory Alpha’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,416
| Closed | -$240K | – | 408 |
|
|
2024
Q1 | $240K | Buy |
2,416
+8
| +0.3% | +$794 | 0.01% | 344 |
|
|
2023
Q4 | $215K | Buy |
+2,408
| New | +$215K | 0.01% | 324 |
|
|
2020
Q4 | – | Sell |
-349
| Closed | -$23K | – | 474 |
|
|
2020
Q3 | $23K | Buy |
+349
| New | +$23K | ﹤0.01% | 309 |
|