First Trust Direct Indexing’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $1.01M | Sell |
|
|||||
|
2024
Q2 | $1.18M | Buy |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $815K | Buy |
|
|||||
|
2023
Q3 | $509K | Sell |
|
|||||
|
2023
Q2 | $594K | Buy |
|
|||||
|
2023
Q1 | $477K | Buy |
|
|||||
|
2022
Q4 | $413K | Buy |
|
|||||
|
2022
Q3 | $313K | Sell |
|
|||||
|
2022
Q2 | $351K | Buy |
|
|||||
|
2022
Q1 | $353K | Buy |
|
|||||
|
2021
Q4 | $373K | Sell |
|
|||||
|
2021
Q3 | $354K | Sell |
|
|||||
|
2021
Q2 | $502K | Buy |
|
|||||
|
2021
Q1 | $203K | Sell |
|
|||||
|
2020
Q4 | $341K | Buy |
|