Focused Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-84
| Closed | -$7.48K | – | 673 |
|
|
2023
Q4 | $7.48K | Buy |
84
+1
| +1% | +$89 | ﹤0.01% | 583 |
|
|
2023
Q3 | $6.71K | Hold |
83
| – | – | ﹤0.01% | 581 |
|
|
2023
Q2 | $7.43K | Hold |
83
| – | – | ﹤0.01% | 570 |
|
|
2023
Q1 | $7.04K | Hold |
83
| – | – | ﹤0.01% | 584 |
|
|
2022
Q4 | $6.52K | Hold |
83
| – | – | ﹤0.01% | 574 |
|
|
2022
Q3 | $5K | Hold |
83
| – | – | ﹤0.01% | 607 |
|
|
2022
Q2 | $6K | Hold |
83
| – | – | ﹤0.01% | 563 |
|
|
2022
Q1 | $6K | Hold |
83
| – | – | ﹤0.01% | 605 |
|
|
2021
Q4 | $7K | Hold |
83
| – | – | ﹤0.01% | 614 |
|
|
2021
Q3 | $7K | Hold |
83
| – | – | ﹤0.01% | 621 |
|
|
2021
Q2 | $7K | Buy |
83
+1
| +1% | +$84 | ﹤0.01% | 620 |
|
|
2021
Q1 | $6K | Hold |
82
| – | – | ﹤0.01% | 625 |
|
|
2020
Q4 | $6K | Sell |
82
-12
| -13% | -$878 | ﹤0.01% | 599 |
|
|
2020
Q3 | $6K | Buy |
94
+3
| +3% | +$191 | ﹤0.01% | 544 |
|
|
2020
Q2 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 547 |
|