Gradient Investments’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$25.7K | ﹤0.01% | 636 |
|
|
2023
Q4 | $32.5K | Hold |
363
| – | – | ﹤0.01% | 622 |
|
|
2023
Q3 | $29.2K | Sell |
363
-42
| -10% | -$3.37K | ﹤0.01% | 605 |
|
|
2023
Q2 | $36K | Buy |
405
+46
| +13% | +$4.09K | ﹤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% | -$384 | ﹤0.01% | 642 |
|
|
2022
Q2 | $26K | Sell |
365
-40
| -10% | -$2.85K | ﹤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% | -$163 | ﹤0.01% | 544 |
|
|
2021
Q2 | $33K | Hold |
407
| – | – | ﹤0.01% | 549 |
|
|
2021
Q1 | $28K | Sell |
407
-56
| -12% | -$3.85K | ﹤0.01% | 569 |
|
|
2020
Q4 | $29K | Sell |
463
-20
| -4% | -$1.25K | ﹤0.01% | 495 |
|
|
2020
Q3 | $30K | Hold |
483
| – | – | ﹤0.01% | 494 |
|
|
2020
Q2 | $27K | Buy |
+483
| New | +$27K | ﹤0.01% | 478 |
|