Bray Capital Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $32.4K | Hold |
350
| – | – | 0.01% | 193 |
|
|
2024
Q3 | $36.4K | Hold |
350
| – | – | 0.01% | 191 |
|
|
2024
Q2 | $33.7K | Hold |
350
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $34.7K | Hold |
350
| – | – | 0.01% | 194 |
|
|
2023
Q4 | $31.3K | Hold |
350
| – | – | 0.01% | 198 |
|
|
2023
Q3 | $28.1K | Hold |
350
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $31.2K | Hold |
350
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $29.5K | Hold |
350
| – | – | 0.01% | 206 |
|
|
2022
Q4 | $27.4K | Hold |
350
| – | – | 0.01% | 206 |
|
|
2022
Q3 | $22K | Hold |
350
| – | – | 0.01% | 224 |
|
|
2022
Q2 | $25K | Sell |
350
-112
| -24% | -$8K | 0.01% | 217 |
|
|
2022
Q1 | $36K | Hold |
462
| – | – | 0.01% | 208 |
|
|
2021
Q4 | $40K | Sell |
462
-50
| -10% | -$4.33K | 0.01% | 205 |
|
|
2021
Q3 | $42K | Sell |
512
-19
| -4% | -$1.56K | 0.01% | 196 |
|
|
2021
Q2 | $43K | Sell |
531
-1,270
| -71% | -$103K | 0.01% | 195 |
|
|
2021
Q1 | $123K | Sell |
1,801
-1,239
| -41% | -$84.6K | 0.03% | 155 |
|
|
2020
Q4 | $205K | Sell |
3,040
-338
| -10% | -$22.8K | 0.06% | 131 |
|
|
2020
Q3 | $211K | Sell |
3,378
-2,595
| -43% | -$162K | 0.07% | 123 |
|
|
2020
Q2 | $340K | Buy |
+5,973
| New | +$340K | 0.13% | 108 |
|