First Personal Financial Services’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 | $10.4K | Hold |
100
| – | – | ﹤0.01% | 306 |
|
|
2024
Q2 | $9.63K | Hold |
100
| – | – | ﹤0.01% | 278 |
|
|
2024
Q1 | $9.93K | Hold |
100
| – | – | ﹤0.01% | 279 |
|
|
2023
Q4 | $8.95K | Hold |
100
| – | – | ﹤0.01% | 310 |
|
|
2023
Q3 | $8.03K | Hold |
100
| – | – | ﹤0.01% | 318 |
|
|
2023
Q2 | $8.9K | Hold |
100
| – | – | ﹤0.01% | 314 |
|
|
2023
Q1 | $8.44K | Hold |
100
| – | – | ﹤0.01% | 335 |
|
|
2022
Q4 | $7.83K | Hold |
100
| – | – | ﹤0.01% | 344 |
|
|
2022
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 371 |
|
|
2022
Q2 | $7K | Hold |
100
| – | – | ﹤0.01% | 300 |
|
|
2022
Q1 | $8K | Sell |
100
-1
| -1% | -$80 | ﹤0.01% | 309 |
|
|
2021
Q4 | $9K | Buy |
101
+1
| +1% | +$89 | ﹤0.01% | 301 |
|
|
2021
Q3 | $8K | Sell |
100
-250
| -71% | -$20K | ﹤0.01% | 297 |
|
|
2021
Q2 | $29K | Hold |
350
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $24K | Sell |
350
-191
| -35% | -$13.1K | 0.01% | 226 |
|
|
2020
Q4 | $37K | Buy |
541
+26
| +5% | +$1.78K | 0.01% | 206 |
|
|
2020
Q3 | $32K | Sell |
515
-225
| -30% | -$14K | 0.01% | 208 |
|
|
2020
Q2 | $42K | Buy |
+740
| New | +$42K | 0.01% | 194 |
|