Disciplined Investments’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-104
| Closed | -$9.26K | – | 1120 |
|
|
2023
Q2 | $9.26K | Sell |
104
-403
| -79% | -$35.9K | ﹤0.01% | 332 |
|
|
2023
Q1 | $42.8K | Buy |
507
+404
| +392% | +$34.1K | 0.02% | 240 |
|
|
2022
Q4 | $8.07K | Buy |
103
+4
| +4% | +$313 | ﹤0.01% | 339 |
|
|
2022
Q3 | $6K | Sell |
99
-8
| -7% | -$485 | ﹤0.01% | 412 |
|
|
2022
Q2 | $8K | Buy |
107
+5
| +5% | +$374 | ﹤0.01% | 392 |
|
|
2022
Q1 | $8K | Buy |
102
+24
| +31% | +$1.88K | ﹤0.01% | 396 |
|
|
2021
Q4 | $7K | Sell |
78
-100
| -56% | -$8.97K | ﹤0.01% | 373 |
|
|
2021
Q3 | $15K | Hold |
178
| – | – | 0.01% | 284 |
|
|
2021
Q2 | $15K | Hold |
178
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $12K | Buy |
178
+100
| +128% | +$6.74K | 0.01% | 252 |
|
|
2020
Q4 | $5K | Hold |
78
| – | – | ﹤0.01% | 256 |
|
|
2020
Q3 | $5K | Sell |
78
-112
| -59% | -$7.18K | ﹤0.01% | 298 |
|
|
2020
Q2 | $11K | Buy |
+190
| New | +$11K | 0.01% | 262 |
|