Childress Capital Advisors’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 | $231K | Buy |
2,333
+77
| +3% | +$7.62K | 0.06% | 224 |
|
|
2025
Q1 | $233K | Buy |
+2,256
| New | +$233K | 0.07% | 204 |
|
|
2024
Q4 | – | Sell |
-2,073
| Closed | -$215K | – | 228 |
|
|
2024
Q3 | $215K | Sell |
2,073
-43
| -2% | -$4.47K | 0.06% | 219 |
|
|
2024
Q2 | $204K | Buy |
2,116
+96
| +5% | +$9.24K | 0.06% | 215 |
|
|
2024
Q1 | $201K | Buy |
+2,020
| New | +$201K | 0.06% | 207 |
|
|
2021
Q1 | – | Sell |
-220
| Closed | -$15K | – | 713 |
|
|
2020
Q4 | $15K | Buy |
+220
| New | +$15K | 0.01% | 428 |
|