CT
Coastline Trust’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.91K | Hold |
90
| – | – | ﹤0.01% | 351 |
|
|
2025
Q1 | $9.29K | Sell |
90
-7
| -7% | -$722 | ﹤0.01% | 348 |
|
|
2024
Q4 | $8.98K | Buy |
97
+7
| +8% | +$648 | ﹤0.01% | 363 |
|
|
2024
Q3 | $9.36K | Buy |
+90
| New | +$9.36K | ﹤0.01% | 387 |
|
|
2021
Q2 | – | Sell |
-6,018
| Closed | -$411K | – | 324 |
|
|
2021
Q1 | $411K | Sell |
6,018
-590
| -9% | -$40.3K | 0.05% | 251 |
|
|
2020
Q4 | $446K | Buy |
6,608
+1,130
| +21% | +$76.3K | 0.06% | 245 |
|
|
2020
Q3 | $342K | Sell |
5,478
-134
| -2% | -$8.37K | 0.05% | 260 |
|
|
2020
Q2 | $319K | Buy |
+5,612
| New | +$319K | 0.05% | 262 |
|