Gradient Investments’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-136	Closed	-$13.1K	–	988
2024 Q2	$13.1K	Buy	136 +32	+31%	+$3.08K	﹤0.01%	695
2024 Q1	$10.3K	Sell	104 -259	-71%	-$23.9K	﹤0.01%	636
2023 Q4	$32.5K	Hold	363	–	–	﹤0.01%	622
2023 Q3	$29.2K	Sell	363 -42	-10%	-$3.59K	﹤0.01%	605
2023 Q2	$36K	Buy	405 +46	+13%	+$3.88K	﹤0.01%	572
2023 Q1	$30.3K	Hold	359	–	–	﹤0.01%	591
2022 Q4	$28.1K	Hold	359	–	–	﹤0.01%	614
2022 Q3	$23K	Sell	359 -6	-2%	-$439	﹤0.01%	642
2022 Q2	$26K	Sell	365 -40	-10%	-$2.95K	﹤0.01%	595
2022 Q1	$31K	Hold	405	–	–	﹤0.01%	560
2021 Q4	$35K	Hold	405	–	–	﹤0.01%	554
2021 Q3	$33K	Sell	405 -2	-0.5%	-$176	﹤0.01%	544
2021 Q2	$33K	Hold	407	–	–	﹤0.01%	549
2021 Q1	$28K	Sell	407 -56	-12%	-$3.66K	﹤0.01%	569
2020 Q4	$29K	Sell	463 -20	-4%	-$1.3K	﹤0.01%	495
2020 Q3	$30K	Hold	483	–	–	﹤0.01%	494
2020 Q2	$27K	Buy	+483	New	+$25K	﹤0.01%	478