FinTrust Capital 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 | $103K | Buy |
989
+47
| +5% | +$4.89K | 0.02% | 423 |
|
|
2024
Q2 | $90.7K | Sell |
942
-56
| -6% | -$5.39K | 0.02% | 419 |
|
|
2024
Q1 | $99.1K | Buy |
998
+20
| +2% | +$1.99K | 0.02% | 388 |
|
|
2023
Q4 | $87.5K | Sell |
978
-54
| -5% | -$4.83K | 0.02% | 391 |
|
|
2023
Q3 | $82.9K | Sell |
1,032
-37
| -3% | -$2.97K | 0.02% | 381 |
|
|
2023
Q2 | $83.7K | Hold |
1,069
| – | – | 0.02% | 373 |
|
|
2023
Q1 | $83.7K | Hold |
1,069
| – | – | 0.02% | 373 |
|
|
2022
Q4 | $83.7K | Sell |
1,069
-22
| -2% | -$1.72K | 0.02% | 373 |
|
|
2022
Q3 | $73K | Hold |
1,091
| – | – | 0.02% | 441 |
|
|
2022
Q2 | $78K | Sell |
1,091
-95
| -8% | -$6.79K | 0.02% | 446 |
|
|
2022
Q1 | $91K | Hold |
1,186
| – | – | 0.02% | 443 |
|
|
2021
Q4 | $103K | Buy |
1,186
+30
| +3% | +$2.61K | 0.02% | 411 |
|
|
2021
Q3 | $95K | Sell |
1,156
-135
| -10% | -$11.1K | 0.03% | 425 |
|
|
2021
Q2 | $106K | Sell |
1,291
-76
| -6% | -$6.24K | 0.03% | 409 |
|
|
2021
Q1 | $94K | Sell |
1,367
-177
| -11% | -$12.2K | 0.03% | 426 |
|
|
2020
Q4 | $104K | Sell |
1,544
-100
| -6% | -$6.74K | 0.03% | 373 |
|
|
2020
Q3 | $103 | Buy |
1,644
+15
| +0.9% | +$1 | 0.02% | 351 |
|
|
2020
Q2 | $93K | Buy |
+1,629
| New | +$93K | 0.04% | 348 |
|