Cetera Advisor Networks’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
$2.09M Buy
21,045
+341
+2% +$33.9K 0.01% 1005
2023
Q4
$1.85M Buy
20,704
+187
+0.9% +$16.7K 0.01% 998
2023
Q3
$1.65M Sell
20,517
-485
-2% -$39K 0.01% 987
2023
Q2
$1.87M Sell
21,002
-291
-1% -$25.9K 0.01% 888
2023
Q1
$1.8M Buy
21,293
+1,205
+6% +$102K 0.01% 894
2022
Q4
$1.57M Buy
20,088
+3,286
+20% +$257K 0.01% 933
2022
Q3
$1.07M Sell
16,802
-774
-4% -$49.4K 0.01% 849
2022
Q2
$1.24M Sell
17,576
-60
-0.3% -$4.24K 0.02% 788
2022
Q1
$1.36M Sell
17,636
-331
-2% -$25.5K 0.02% 775
2021
Q4
$1.56M Buy
17,967
+685
+4% +$59.6K 0.02% 700
2021
Q3
$1.42M Buy
17,282
+2,398
+16% +$197K 0.02% 681
2021
Q2
$1.22M Buy
14,884
+2,926
+24% +$239K 0.02% 736
2021
Q1
$819K Sell
11,958
-899
-7% -$61.6K 0.02% 654
2020
Q4
$868K Sell
12,857
-1,041
-7% -$70.3K 0.02% 586
2020
Q3
$868K Sell
13,898
-560
-4% -$35K 0.02% 523
2020
Q2
$822K Buy
+14,458
New +$822K 0.02% 522