Coppell Advisory Solutions’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-668
| Closed | -$61.9K | – | 1387 |
|
|
2024
Q4 | $61.9K | Buy |
668
+69
| +12% | +$6.39K | 0.01% | 525 |
|
|
2024
Q3 | $62.6K | Sell |
599
-15
| -2% | -$1.57K | 0.01% | 497 |
|
|
2024
Q2 | $59.1K | Buy |
+614
| New | +$59.1K | 0.01% | 452 |
|
|
2023
Q4 | $53K | Buy |
592
+577
| +3,847% | +$51.7K | 0.01% | 482 |
|
|
2023
Q3 | $1.18K | Sell |
15
-135
| -90% | -$10.6K | ﹤0.01% | 923 |
|
|
2023
Q2 | $13.3K | Buy |
+150
| New | +$13.3K | ﹤0.01% | 631 |
|
|
2023
Q1 | – | Sell |
-15
| Closed | -$1.18K | – | 789 |
|
|
2022
Q4 | $1.18K | Buy |
+15
| New | +$1.18K | ﹤0.01% | 926 |
|