Glassman Wealth 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
Q1 | – | Sell |
-803
| Closed | -$71.8K | – | 1321 |
|
|
2023
Q4 | $71.8K | Sell |
803
-8
| -1% | -$716 | 0.01% | 365 |
|
|
2023
Q3 | $65.1K | Sell |
811
-14
| -2% | -$1.12K | 0.01% | 360 |
|
|
2023
Q2 | $73.4K | Sell |
825
-60
| -7% | -$5.34K | 0.01% | 321 |
|
|
2023
Q1 | $74.7K | Buy |
885
+36
| +4% | +$3.04K | 0.01% | 317 |
|
|
2022
Q4 | $66.5K | Sell |
849
-112
| -12% | -$8.77K | 0.01% | 354 |
|
|
2022
Q3 | $61K | Buy |
961
+88
| +10% | +$5.59K | 0.01% | 342 |
|
|
2022
Q2 | $62K | Buy |
873
+45
| +5% | +$3.2K | 0.01% | 345 |
|
|
2022
Q1 | $64K | Sell |
828
-801
| -49% | -$61.9K | 0.01% | 349 |
|
|
2021
Q4 | $142K | Buy |
1,629
+50
| +3% | +$4.36K | 0.03% | 200 |
|
|
2021
Q3 | $130K | Buy |
1,579
+1,240
| +366% | +$102K | 0.03% | 203 |
|
|
2021
Q2 | $28K | Buy |
339
+49
| +17% | +$4.05K | 0.01% | 477 |
|
|
2021
Q1 | $20K | Sell |
290
-5
| -2% | -$345 | ﹤0.01% | 532 |
|
|
2020
Q4 | $20K | Buy |
295
+18
| +6% | +$1.22K | ﹤0.01% | 528 |
|
|
2020
Q3 | $17K | Sell |
277
-245
| -47% | -$15K | ﹤0.01% | 476 |
|
|
2020
Q2 | $30K | Buy |
+522
| New | +$30K | 0.01% | 323 |
|