Goodman Advisory Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,265
| Closed | -$131K | – | 139 |
|
|
2024
Q3 | $131K | Sell |
1,265
-6,580
| -84% | -$684K | 0.04% | 92 |
|
|
2024
Q2 | $755K | Sell |
7,845
-17,320
| -69% | -$1.67M | 0.23% | 58 |
|
|
2024
Q1 | $2.5M | Sell |
25,165
-994
| -4% | -$98.7K | 0.79% | 30 |
|
|
2023
Q4 | $2.34M | Buy |
26,159
+2,595
| +11% | +$232K | 0.8% | 28 |
|
|
2023
Q3 | $1.89M | Buy |
+23,564
| New | +$1.89M | 0.71% | 34 |
|