Creative Capital Management Investments’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 | $2.38K | Hold |
24
| – | – | ﹤0.01% | 275 |
|
|
2025
Q1 | $2.48K | Sell |
24
-48
| -67% | -$4.95K | ﹤0.01% | 210 |
|
|
2024
Q4 | $6.67K | Buy |
+72
| New | +$6.67K | ﹤0.01% | 209 |
|
|
2024
Q2 | – | Sell |
-947
| Closed | -$94K | – | 270 |
|
|
2024
Q1 | $94K | Hold |
947
| – | – | 0.05% | 64 |
|
|
2023
Q4 | $84.7K | Hold |
947
| – | – | 0.05% | 65 |
|
|
2023
Q3 | $76.1K | Hold |
947
| – | – | 0.05% | 71 |
|
|
2023
Q2 | $84.3K | Buy |
947
+525
| +124% | +$46.7K | 0.06% | 67 |
|
|
2023
Q1 | $35.6K | Sell |
422
-2
| -0.5% | -$169 | 0.03% | 111 |
|
|
2022
Q4 | $33K | Buy |
+424
| New | +$33K | 0.03% | 88 |
|