Financial Advisory Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $368K | Hold |
3,711
| – | – | 0.07% | 71 |
|
|
2023
Q4 | $332K | Hold |
3,711
| – | – | 0.06% | 72 |
|
|
2023
Q3 | $298K | Sell |
3,711
-94
| -2% | -$7.55K | 0.06% | 70 |
|
|
2023
Q2 | $339K | Sell |
3,805
-150
| -4% | -$13.4K | 0.07% | 67 |
|
|
2023
Q1 | $334K | Sell |
3,955
-513
| -11% | -$43.3K | 0.07% | 67 |
|
|
2022
Q4 | $350K | Hold |
4,468
| – | – | 0.07% | 67 |
|
|
2022
Q3 | $285K | Hold |
4,468
| – | – | 0.06% | 72 |
|
|
2022
Q2 | $316K | Hold |
4,468
| – | – | 0.07% | 68 |
|
|
2022
Q1 | $344K | Hold |
4,468
| – | – | 0.07% | 69 |
|
|
2021
Q4 | $389K | Hold |
4,468
| – | – | 0.08% | 66 |
|
|
2021
Q3 | $368K | Hold |
4,468
| – | – | 0.08% | 62 |
|
|
2021
Q2 | $365K | Hold |
4,468
| – | – | 0.09% | 64 |
|
|
2021
Q1 | $306K | Hold |
4,468
| – | – | 0.08% | 63 |
|
|
2020
Q4 | $302K | Hold |
4,468
| – | – | 0.08% | 64 |
|
|
2020
Q3 | $279K | Hold |
4,468
| – | – | 0.09% | 60 |
|
|
2020
Q2 | $254K | Buy |
+4,468
| New | +$254K | 0.09% | 61 |
|