Aveo Capital Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,619
| Closed | -$243K | – | 286 |
|
|
2024
Q4 | $243K | Sell |
2,619
-39
| -1% | -$3.61K | 0.03% | 314 |
|
|
2024
Q3 | $276K | Hold |
2,658
| – | – | 0.03% | 290 |
|
|
2024
Q2 | $256K | Sell |
2,658
-62
| -2% | -$5.97K | 0.03% | 279 |
|
|
2024
Q1 | $251K | Buy |
2,720
+16
| +0.6% | +$1.47K | 0.03% | 318 |
|
|
2023
Q4 | $242K | Buy |
2,704
+88
| +3% | +$7.87K | 0.03% | 299 |
|
|
2023
Q3 | $210K | Sell |
2,616
-63
| -2% | -$5.06K | 0.03% | 316 |
|
|
2023
Q2 | $238K | Buy |
2,679
+24
| +0.9% | +$2.14K | 0.03% | 305 |
|
|
2023
Q1 | $224K | Hold |
2,655
| – | – | 0.03% | 304 |
|
|
2022
Q4 | $208K | Buy |
+2,655
| New | +$208K | 0.03% | 314 |
|
|
2022
Q1 | – | Sell |
-2,494
| Closed | -$217K | – | 291 |
|
|
2021
Q4 | $217K | Sell |
2,494
-13
| -0.5% | -$1.13K | 0.04% | 260 |
|
|
2021
Q3 | $206K | Buy |
2,507
+15
| +0.6% | +$1.23K | 0.04% | 242 |
|
|
2021
Q2 | $204K | Buy |
+2,492
| New | +$204K | 0.05% | 253 |
|