Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $68.2K | Buy |
736
+37
| +5% | +$3.43K | 0.03% | 181 |
|
|
2024
Q3 | $72.7K | Sell |
699
-33
| -5% | -$3.43K | 0.03% | 175 |
|
|
2024
Q2 | $70.5K | Hold |
732
| – | – | 0.03% | 173 |
|
|
2024
Q1 | $72.7K | Hold |
732
| – | – | 0.03% | 179 |
|
|
2023
Q4 | $65.5K | Sell |
732
-150
| -17% | -$13.4K | 0.03% | 182 |
|
|
2023
Q3 | $70.9K | Hold |
882
| – | – | 0.04% | 169 |
|
|
2023
Q2 | $78.5K | Buy |
882
+33
| +4% | +$2.94K | 0.04% | 159 |
|
|
2023
Q1 | $71.7K | Hold |
849
| – | – | 0.03% | 168 |
|
|
2022
Q4 | $66.5K | Buy |
+849
| New | +$66.5K | 0.04% | 172 |
|
|
2022
Q1 | – | Sell |
-862
| Closed | -$75K | – | 448 |
|
|
2021
Q4 | $75K | Buy |
+862
| New | +$75K | 0.05% | 166 |
|