CoreCap Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.4K | Sell |
691
-52
| -7% | -$5.15K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $76.7K | Buy |
743
+27
| +4% | +$2.79K | ﹤0.01% | 998 |
|
|
2024
Q4 | $66.3K | Buy |
716
+6
| +0.8% | +$556 | ﹤0.01% | 1067 |
|
|
2024
Q3 | $73.8K | Sell |
710
-53
| -7% | -$5.51K | ﹤0.01% | 1035 |
|
|
2024
Q2 | $73.4K | Sell |
763
-4
| -0.5% | -$385 | 0.01% | 571 |
|
|
2024
Q1 | $76.1K | Buy |
+767
| New | +$76.1K | ﹤0.01% | 957 |
|
|
2022
Q4 | $64.7K | Buy |
+826
| New | +$64.7K | ﹤0.01% | 896 |
|
|
2022
Q3 | – | Sell |
-826
| Closed | -$58K | – | 1596 |
|
|
2022
Q2 | $58K | Buy |
+826
| New | +$58K | ﹤0.01% | 895 |
|
|
2022
Q1 | – | Sell |
-958
| Closed | -$83K | – | 1596 |
|
|
2021
Q4 | $83K | Buy |
+958
| New | +$83K | 0.01% | 823 |
|