GYL Financial Synergies’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $396K | Sell |
3,815
-13
| -0.3% | -$1.35K | 0.03% | 262 |
|
|
2024
Q2 | $369K | Buy |
3,828
+16
| +0.4% | +$1.54K | 0.03% | 273 |
|
|
2024
Q1 | $378K | Sell |
3,812
-13
| -0.3% | -$1.29K | 0.03% | 271 |
|
|
2023
Q4 | $342K | Sell |
3,825
-114
| -3% | -$10.2K | 0.03% | 274 |
|
|
2023
Q3 | $316K | Buy |
3,939
+25
| +0.6% | +$2.01K | 0.03% | 272 |
|
|
2023
Q2 | $348K | Sell |
3,914
-160
| -4% | -$14.2K | 0.03% | 271 |
|
|
2023
Q1 | $344K | Buy |
4,074
+259
| +7% | +$21.9K | 0.04% | 225 |
|
|
2022
Q4 | $299K | Sell |
3,815
-69
| -2% | -$5.4K | 0.06% | 177 |
|
|
2022
Q3 | $248K | Buy |
3,884
+2
| +0.1% | +$128 | 0.07% | 171 |
|
|
2022
Q2 | $274K | Sell |
3,882
-1,705
| -31% | -$120K | 0.07% | 156 |
|
|
2022
Q1 | $430K | Sell |
5,587
-98
| -2% | -$7.54K | 0.1% | 121 |
|
|
2021
Q4 | $495K | Buy |
5,685
+490
| +9% | +$42.7K | 0.13% | 124 |
|
|
2021
Q3 | $427K | Buy |
5,195
+310
| +6% | +$25.5K | 0.22% | 120 |
|
|
2021
Q2 | $399K | Sell |
4,885
-68
| -1% | -$5.55K | 0.21% | 123 |
|
|
2021
Q1 | $339K | Sell |
4,953
-79
| -2% | -$5.41K | 0.19% | 130 |
|
|
2020
Q4 | $340K | Buy |
5,032
+24
| +0.5% | +$1.62K | 0.2% | 124 |
|
|
2020
Q3 | $313K | Sell |
5,008
-157
| -3% | -$9.81K | 0.21% | 121 |
|
|
2020
Q2 | $294K | Buy |
+5,165
| New | +$294K | 0.21% | 116 |
|