Bay Harbor Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78K | Buy |
18
+8
| +80% | +$792 | ﹤0.01% | 329 |
|
|
2025
Q1 | $1.03K | Buy |
+10
| New | +$1.03K | ﹤0.01% | 291 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | -$1K | – | 366 |
|
|
2020
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 391 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $0 | Buy |
+8
| New | – | ﹤0.01% | 399 |
|