Annapolis Financial Services’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 | $15.7K | Buy |
151
+1
| +0.7% | +$104 | ﹤0.01% | 248 |
|
|
2024
Q2 | $14.4K | Hold |
150
| – | – | ﹤0.01% | 252 |
|
|
2024
Q1 | $14.9K | Hold |
150
| – | – | ﹤0.01% | 243 |
|
|
2023
Q4 | $13.4K | Hold |
150
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 325 |
|
|
2023
Q2 | $13.4K | Hold |
150
| – | – | ﹤0.01% | 312 |
|
|
2023
Q1 | $12.7K | Hold |
150
| – | – | ﹤0.01% | 291 |
|
|
2022
Q4 | $11.7K | Hold |
150
| – | – | ﹤0.01% | 293 |
|
|
2022
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 337 |
|
|
2022
Q2 | $11K | Hold |
150
| – | – | ﹤0.01% | 288 |
|
|
2022
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 289 |
|
|
2021
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 294 |
|
|
2021
Q3 | $12K | Hold |
150
| – | – | ﹤0.01% | 281 |
|
|
2021
Q2 | $12K | Hold |
150
| – | – | ﹤0.01% | 256 |
|
|
2021
Q1 | $10K | Hold |
150
| – | – | ﹤0.01% | 253 |
|
|
2020
Q4 | $10K | Buy |
+150
| New | +$10K | ﹤0.01% | 250 |
|