CYG
Clean Yield Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.9K | Hold |
161
| – | – | ﹤0.01% | 282 |
|
|
2025
Q1 | $16.6K | Buy |
161
+27
| +20% | +$2.79K | 0.01% | 288 |
|
|
2024
Q4 | $12.4K | Hold |
134
| – | – | ﹤0.01% | 315 |
|
|
2024
Q3 | $13.9K | Sell |
134
-30
| -18% | -$3.12K | ﹤0.01% | 311 |
|
|
2024
Q2 | $15.8K | Hold |
164
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $16.3K | Hold |
164
| – | – | 0.01% | 295 |
|
|
2023
Q4 | $14.7K | Sell |
164
-17
| -9% | -$1.52K | 0.01% | 297 |
|
|
2023
Q3 | $14.7K | Hold |
181
| – | – | 0.01% | 303 |
|
|
2023
Q2 | $16.1K | Hold |
181
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $15.3K | Hold |
181
| – | – | 0.01% | 303 |
|
|
2022
Q4 | $14.2K | Sell |
181
-131
| -42% | -$10.3K | 0.01% | 315 |
|
|
2022
Q3 | $20K | Hold |
312
| – | – | 0.01% | 285 |
|
|
2022
Q2 | $22K | Hold |
312
| – | – | 0.01% | 289 |
|
|
2022
Q1 | $24K | Hold |
312
| – | – | 0.01% | 299 |
|
|
2021
Q4 | $27K | Hold |
312
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $26K | Sell |
312
-686
| -69% | -$57.2K | 0.01% | 309 |
|
|
2021
Q2 | $82K | Buy |
+998
| New | +$82K | 0.03% | 218 |
|
|
2021
Q1 | – | Sell |
-916
| Closed | -$62K | – | 308 |
|
|
2020
Q4 | $62K | Buy |
916
+66
| +8% | +$4.47K | 0.02% | 233 |
|
|
2020
Q3 | $53K | Sell |
850
-333
| -28% | -$20.8K | 0.02% | 220 |
|
|
2020
Q2 | $67K | Buy |
+1,183
| New | +$67K | 0.03% | 190 |
|