Aspire Private Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-86
| Closed | -$8.94K | – | 486 |
|
|
2024
Q3 | $8.94K | Hold |
86
| – | – | ﹤0.01% | 398 |
|
|
2024
Q2 | $8.28K | Sell |
86
-10
| -10% | -$963 | ﹤0.01% | 406 |
|
|
2024
Q1 | $9.53K | Buy |
96
+10
| +12% | +$993 | ﹤0.01% | 409 |
|
|
2023
Q4 | $7.69K | Sell |
86
-473
| -85% | -$42.3K | ﹤0.01% | 424 |
|
|
2023
Q3 | $44.9K | Hold |
559
| – | – | 0.01% | 217 |
|
|
2023
Q2 | $49.8K | Hold |
559
| – | – | 0.02% | 203 |
|
|
2023
Q1 | $47.2K | Hold |
559
| – | – | 0.02% | 208 |
|
|
2022
Q4 | $43.8K | Hold |
559
| – | – | 0.02% | 204 |
|
|
2022
Q3 | $36K | Hold |
559
| – | – | 0.01% | 229 |
|
|
2022
Q2 | $40K | Hold |
559
| – | – | 0.01% | 224 |
|
|
2022
Q1 | $43K | Hold |
559
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $49K | Hold |
559
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $46K | Hold |
559
| – | – | 0.02% | 218 |
|
|
2021
Q2 | $46K | Hold |
559
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $38K | Buy |
+559
| New | +$38K | 0.01% | 235 |
|