GYL Financial Synergies’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 | $396K | Sell |
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $378K | Sell |
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|
2023
Q4 | $342K | Sell |
|
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|
2023
Q3 | $316K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $299K | Sell |
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|
2022
Q3 | $248K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $430K | Sell |
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|
2021
Q4 | $495K | Buy |
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|
2021
Q3 | $427K | Buy |
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|
2021
Q2 | $399K | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q3 | $313K | Sell |
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|
2020
Q2 | $294K | Buy |
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