FI
Fractal Investments’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,979
| Closed | -$204K | – | 78 |
|
|
2025
Q1 | $204K | Buy |
+1,979
| New | +$204K | 0.03% | 69 |
|
|
2024
Q4 | – | Sell |
-3,690
| Closed | -$384K | – | 81 |
|
|
2024
Q3 | $384K | Sell |
3,690
-5,710
| -61% | -$593K | 0.06% | 51 |
|
|
2024
Q2 | $905K | Hold |
9,400
| – | – | 0.16% | 27 |
|
|
2024
Q1 | $933K | Hold |
9,400
| – | – | 0.17% | 26 |
|
|
2023
Q4 | $841K | Hold |
9,400
| – | – | 0.17% | 26 |
|
|
2023
Q3 | $755K | Hold |
9,400
| – | – | 0.16% | 41 |
|
|
2023
Q2 | $837K | Hold |
9,400
| – | – | 0.19% | 39 |
|
|
2023
Q1 | $793K | Hold |
9,400
| – | – | 0.18% | 42 |
|
|
2022
Q4 | $736K | Hold |
9,400
| – | – | 0.18% | 42 |
|
|
2022
Q3 | $600K | Hold |
9,400
| – | – | 0.16% | 44 |
|
|
2022
Q2 | $664K | Hold |
9,400
| – | – | 0.22% | 40 |
|
|
2022
Q1 | $723K | Hold |
9,400
| – | – | 0.21% | 40 |
|
|
2021
Q4 | $818K | Buy |
+9,400
| New | +$818K | 0.28% | 39 |
|