APP
Avantax Planning Partners’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,809
| Closed | -$251K | – | 472 |
|
|
2023
Q4 | $251K | Buy |
+2,809
| New | +$251K | 0.01% | 320 |
|
|
2023
Q3 | – | Sell |
-2,647
| Closed | -$236K | – | 381 |
|
|
2023
Q2 | $236K | Buy |
2,647
+88
| +3% | +$7.83K | 0.01% | 331 |
|
|
2023
Q1 | $216K | Buy |
+2,559
| New | +$216K | 0.01% | 346 |
|
|
2022
Q2 | – | Sell |
-2,894
| Closed | -$223K | – | 365 |
|
|
2022
Q1 | $223K | Sell |
2,894
-73
| -2% | -$5.63K | 0.01% | 326 |
|
|
2021
Q4 | $258K | Buy |
2,967
+93
| +3% | +$8.09K | 0.01% | 299 |
|
|
2021
Q3 | $236K | Buy |
2,874
+9
| +0.3% | +$739 | 0.01% | 291 |
|
|
2021
Q2 | $234K | Sell |
2,865
-125
| -4% | -$10.2K | 0.01% | 288 |
|
|
2021
Q1 | $205K | Sell |
2,990
-30
| -1% | -$2.06K | 0.01% | 292 |
|
|
2020
Q4 | $204K | Sell |
3,020
-1,321
| -30% | -$89.2K | 0.01% | 277 |
|
|
2020
Q3 | $271K | Sell |
4,341
-477
| -10% | -$29.8K | 0.01% | 243 |
|
|
2020
Q2 | $274K | Buy |
+4,818
| New | +$274K | 0.02% | 226 |
|