Crewe Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,473
| Closed | -$142K | – | 917 |
|
|
2024
Q2 | $142K | Buy |
1,473
+154
| +12% | +$14.8K | 0.02% | 224 |
|
|
2024
Q1 | $131K | Buy |
+1,319
| New | +$131K | 0.02% | 235 |
|
|
2023
Q3 | – | Sell |
-1,132
| Closed | -$101K | – | 828 |
|
|
2023
Q2 | $101K | Buy |
1,132
+5
| +0.4% | +$445 | 0.01% | 202 |
|
|
2023
Q1 | $95.1K | Sell |
1,127
-23
| -2% | -$1.94K | 0.01% | 237 |
|
|
2022
Q4 | $90.1K | Buy |
1,150
+187
| +19% | +$14.6K | 0.01% | 230 |
|
|
2022
Q3 | $61K | Buy |
963
+4
| +0.4% | +$253 | 0.01% | 297 |
|
|
2022
Q2 | $68K | Sell |
959
-124
| -11% | -$8.79K | 0.02% | 259 |
|
|
2022
Q1 | $83K | Hold |
1,083
| – | – | 0.02% | 191 |
|
|
2021
Q4 | $94K | Buy |
1,083
+150
| +16% | +$13K | 0.02% | 142 |
|
|
2021
Q3 | $77K | Hold |
933
| – | – | 0.02% | 122 |
|
|
2021
Q2 | $76K | Sell |
933
-50
| -5% | -$4.07K | 0.02% | 129 |
|
|
2021
Q1 | $67K | Hold |
983
| – | – | 0.02% | 132 |
|
|
2020
Q4 | $66K | Sell |
983
-75
| -7% | -$5.04K | 0.03% | 118 |
|
|
2020
Q3 | $66K | Buy |
1,058
+50
| +5% | +$3.12K | 0.03% | 105 |
|
|
2020
Q2 | $57K | Buy |
+1,008
| New | +$57K | 0.03% | 100 |
|