Altshuler Shaham’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-41
| Closed | -$3.8K | – | 367 |
|
|
2024
Q4 | $3.8K | Sell |
41
-186
| -82% | -$17.2K | ﹤0.01% | 287 |
|
|
2024
Q3 | $23.6K | Buy |
227
+18
| +9% | +$1.87K | ﹤0.01% | 133 |
|
|
2024
Q2 | $20.1K | Sell |
209
-45
| -18% | -$4.33K | ﹤0.01% | 183 |
|
|
2024
Q1 | $25.2K | Buy |
+254
| New | +$25.2K | ﹤0.01% | 158 |
|
|
2023
Q3 | – | Sell |
-207
| Closed | -$18.4K | – | 322 |
|
|
2023
Q2 | $18.4K | Buy |
+207
| New | +$18.4K | ﹤0.01% | 277 |
|
|
2022
Q2 | – | Sell |
-514
| Closed | -$40K | – | 522 |
|
|
2022
Q1 | $40K | Buy |
514
+23
| +5% | +$1.79K | ﹤0.01% | 402 |
|
|
2021
Q4 | $43K | Sell |
491
-2,321
| -83% | -$203K | ﹤0.01% | 424 |
|
|
2021
Q3 | $233K | Buy |
2,812
+2,722
| +3,024% | +$226K | ﹤0.01% | 231 |
|
|
2021
Q2 | $7K | Buy |
+90
| New | +$7K | ﹤0.01% | 563 |
|