FAFN
First Affirmative Financial Network’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $325K | Sell |
3,146
-352
| -10% | -$36.3K | 0.2% | 143 |
|
|
2024
Q4 | $324K | Buy |
3,498
+73
| +2% | +$6.76K | 0.19% | 146 |
|
|
2024
Q3 | $356K | Buy |
3,425
+2
| +0.1% | +$208 | 0.19% | 143 |
|
|
2024
Q2 | $329K | Sell |
3,423
-153
| -4% | -$14.7K | 0.23% | 135 |
|
|
2024
Q1 | $355K | Sell |
3,576
-122
| -3% | -$12.1K | 0.26% | 120 |
|
|
2023
Q4 | $331K | Buy |
3,698
+843
| +30% | +$75.4K | 0.26% | 128 |
|
|
2023
Q3 | $229K | Buy |
2,855
+589
| +26% | +$47.3K | 0.22% | 159 |
|
|
2023
Q2 | $202K | Buy |
+2,266
| New | +$202K | 0.2% | 169 |
|