AEPWM
Atlantic Edge Private Wealth Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Hold |
1,041
| – | – | 0.03% | 164 |
|
|
2025
Q1 | $107K | Hold |
1,041
| – | – | 0.03% | 158 |
|
|
2024
Q4 | $96.4K | Hold |
1,041
| – | – | 0.03% | 164 |
|
|
2024
Q3 | $108K | Hold |
1,041
| – | – | 0.03% | 161 |
|
|
2024
Q2 | $100K | Sell |
1,041
-140
| -12% | -$13.5K | 0.03% | 159 |
|
|
2024
Q1 | $117K | Hold |
1,181
| – | – | 0.04% | 150 |
|
|
2023
Q4 | $106K | Buy |
+1,181
| New | +$106K | 0.04% | 149 |
|