Bennett Selby Investments’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 | $228K | Buy |
2,301
+130
| +6% | +$12.9K | 0.08% | 73 |
|
|
2025
Q1 | $224K | Buy |
+2,171
| New | +$224K | 0.09% | 71 |
|
|
2024
Q4 | – | Sell |
-2,126
| Closed | -$221K | – | 77 |
|
|
2024
Q3 | $221K | Hold |
2,126
| – | – | 0.09% | 69 |
|
|
2024
Q2 | $205K | Buy |
2,126
+2
| +0.1% | +$193 | 0.09% | 69 |
|
|
2024
Q1 | $211K | Buy |
+2,124
| New | +$211K | 0.1% | 65 |
|