Delos Wealth Advisors’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 | $10.9K | Buy |
+110
| New | +$10.9K | 0.01% | 164 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$193 | – | 316 |
|
|
2024
Q2 | $193 | Hold |
2
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $199 | Sell |
2
-3
| -60% | -$299 | ﹤0.01% | 332 |
|
|
2023
Q4 | $448 | Hold |
5
| – | – | ﹤0.01% | 267 |
|
|
2023
Q3 | $428 | Hold |
5
| – | – | ﹤0.01% | 304 |
|
|
2023
Q2 | $446 | Hold |
5
| – | – | ﹤0.01% | 303 |
|
|
2023
Q1 | $422 | Hold |
5
| – | – | ﹤0.01% | 318 |
|
|
2022
Q4 | $392 | Hold |
5
| – | – | ﹤0.01% | 326 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 350 |
|