CFAM
Center For Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,334
| Closed | -$209K | – | 104 |
|
|
2023
Q4 | $209K | Buy |
+2,334
| New | +$209K | 0.19% | 98 |
|
|
2023
Q3 | – | Sell |
-2,334
| Closed | -$208K | – | 104 |
|
|
2023
Q2 | $208K | Buy |
+2,334
| New | +$208K | 0.2% | 96 |
|
|
2022
Q2 | – | Sell |
-2,754
| Closed | -$212K | – | 138 |
|
|
2022
Q1 | $212K | Buy |
+2,754
| New | +$212K | 0.16% | 119 |
|