Bray Capital Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $32.4K | Hold |
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|
2024
Q3 | $36.4K | Hold |
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|
2024
Q2 | $33.7K | Hold |
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|
2024
Q1 | $34.7K | Hold |
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|
2023
Q4 | $31.3K | Hold |
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|
2023
Q3 | $28.1K | Hold |
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|
2023
Q2 | $31.2K | Hold |
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|
2023
Q1 | $29.5K | Hold |
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|
2022
Q4 | $27.4K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $25K | Sell |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $40K | Sell |
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|
2021
Q3 | $42K | Sell |
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|
2021
Q2 | $43K | Sell |
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|
2021
Q1 | $123K | Sell |
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|
2020
Q4 | $205K | Sell |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $340K | Buy |
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