Continuum Advisory’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 | – | Sell |
-314
| Closed | -$32.4K | – | 1213 |
|
|
2025
Q1 | $32.4K | Sell |
314
-70
| -18% | -$7.22K | ﹤0.01% | 767 |
|
|
2024
Q4 | $35.6K | Buy |
384
+3
| +0.8% | +$278 | ﹤0.01% | 732 |
|
|
2024
Q3 | $38K | Buy |
381
+3
| +0.8% | +$299 | ﹤0.01% | 712 |
|
|
2024
Q2 | $36.4K | Hold |
378
| – | – | 0.01% | 667 |
|
|
2024
Q1 | $36.3K | Buy |
+378
| New | +$36.3K | 0.01% | 663 |
|