Cetera Trust Company’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.8K | Hold |
250
| – | – | 0.01% | 243 |
|
|
2025
Q1 | $25.8K | Sell |
250
-50
| -17% | -$5.16K | 0.02% | 246 |
|
|
2024
Q4 | $27.8K | Hold |
300
| – | – | 0.02% | 245 |
|
|
2024
Q3 | $31.2K | Hold |
300
| – | – | 0.02% | 247 |
|
|
2024
Q2 | $28.9K | Hold |
300
| – | – | 0.02% | 249 |
|
|
2024
Q1 | $29.8K | Hold |
300
| – | – | 0.02% | 248 |
|
|
2023
Q4 | $26.8K | Buy |
+300
| New | +$26.8K | 0.02% | 252 |
|