GFA
Gifford Fong Associates’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,000
| Closed | -$447K | – | 137 |
|
|
2023
Q4 | $447K | Hold |
5,000
| – | – | 0.1% | 118 |
|
|
2023
Q3 | $402K | Hold |
5,000
| – | – | 0.1% | 118 |
|
|
2023
Q2 | $445K | Hold |
5,000
| – | – | 0.1% | 115 |
|
|
2023
Q1 | $422K | Hold |
5,000
| – | – | 0.11% | 116 |
|
|
2022
Q4 | $392K | Hold |
5,000
| – | – | 0.09% | 116 |
|
|
2022
Q3 | $319K | Hold |
5,000
| – | – | 0.08% | 123 |
|
|
2022
Q2 | $353K | Hold |
5,000
| – | – | 0.08% | 119 |
|
|
2022
Q1 | $385K | Hold |
5,000
| – | – | 0.07% | 120 |
|
|
2021
Q4 | $435K | Hold |
5,000
| – | – | 0.08% | 116 |
|
|
2021
Q3 | $411K | Hold |
5,000
| – | – | 0.08% | 116 |
|
|
2021
Q2 | $409K | Hold |
5,000
| – | – | 0.08% | 116 |
|
|
2021
Q1 | $342K | Hold |
5,000
| – | – | 0.07% | 119 |
|
|
2020
Q4 | $338K | Hold |
5,000
| – | – | 0.08% | 116 |
|
|
2020
Q3 | $312K | Hold |
5,000
| – | – | 0.08% | 109 |
|
|
2020
Q2 | $284K | Buy |
+5,000
| New | +$284K | 0.09% | 111 |
|