Castleview Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-198
| Closed | -$18.3K | – | 439 |
|
|
2024
Q4 | $18.3K | Buy |
198
+1
| +0.5% | +$92 | 0.01% | 481 |
|
|
2024
Q3 | $20.5K | Buy |
197
+14
| +8% | +$1.46K | 0.01% | 444 |
|
|
2024
Q2 | $17.6K | Sell |
183
-83
| -31% | -$7.99K | 0.01% | 453 |
|
|
2024
Q1 | $26.4K | Buy |
266
+1
| +0.4% | +$99 | 0.01% | 431 |
|
|
2023
Q4 | $23.7K | Buy |
+265
| New | +$23.7K | 0.02% | 410 |
|