Financial Gravity Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.22K | Buy |
+70
| New | +$7.22K | ﹤0.01% | 667 |
|
|
2024
Q2 | $4.62K | Sell |
48
-59
| -55% | -$5.68K | ﹤0.01% | 611 |
|
|
2024
Q1 | $10.1K | Sell |
107
-133
| -55% | -$12.6K | ﹤0.01% | 712 |
|
|
2023
Q4 | $49.2K | Buy |
240
+48
| +25% | +$9.83K | ﹤0.01% | 585 |
|
|
2023
Q3 | $44.9K | Buy |
+192
| New | +$44.9K | ﹤0.01% | 508 |
|
|
2022
Q1 | – | Sell |
-2,088
| Closed | -$10.2K | – | 982 |
|
|
2021
Q4 | $10.2K | Buy |
2,088
+1,968
| +1,640% | +$9.6K | 0.23% | 117 |
|
|
2021
Q3 | $82K | Buy |
+120
| New | +$82K | 0.04% | 408 |
|