Cetera Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.83M | Buy |
18,463
+5,395
| +41% | +$536K | 0.01% | 858 |
|
|
2023
Q4 | $1.17M | Buy |
13,068
+638
| +5% | +$57.1K | 0.02% | 715 |
|
|
2023
Q3 | $998K | Sell |
12,430
-202
| -2% | -$16.2K | 0.02% | 728 |
|
|
2023
Q2 | $1.12M | Buy |
12,632
+282
| +2% | +$25.1K | 0.02% | 668 |
|
|
2023
Q1 | $1.04M | Buy |
12,350
+56
| +0.5% | +$4.73K | 0.02% | 674 |
|
|
2022
Q4 | $963K | Sell |
12,294
-1
| -0% | -$78 | 0.02% | 694 |
|
|
2022
Q3 | $784K | Sell |
12,295
-132
| -1% | -$8.42K | 0.02% | 608 |
|
|
2022
Q2 | $878K | Sell |
12,427
-241
| -2% | -$17K | 0.02% | 617 |
|
|
2022
Q1 | $975K | Buy |
12,668
+14
| +0.1% | +$1.08K | 0.02% | 619 |
|
|
2021
Q4 | $1.1M | Sell |
12,654
-906
| -7% | -$78.9K | 0.02% | 562 |
|
|
2021
Q3 | $1.12M | Buy |
13,560
+1,169
| +9% | +$96.2K | 0.02% | 574 |
|
|
2021
Q2 | $1.01M | Buy |
12,391
+891
| +8% | +$72.8K | 0.02% | 538 |
|
|
2021
Q1 | $787K | Buy |
11,500
+3,165
| +38% | +$217K | 0.02% | 564 |
|
|
2020
Q4 | $563K | Sell |
8,335
-20
| -0.2% | -$1.35K | 0.02% | 597 |
|
|
2020
Q3 | $522K | Sell |
8,355
-541
| -6% | -$33.8K | 0.02% | 546 |
|
|
2020
Q2 | $506K | Buy |
+8,896
| New | +$506K | 0.02% | 529 |
|