Householder Group Estate & Retirement Specialist’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 |
-107
| Closed | -$11K | – | 984 |
|
|
2024
Q3 | $11K | Hold |
107
| – | – | ﹤0.01% | 797 |
|
|
2024
Q2 | $10K | Hold |
107
| – | – | ﹤0.01% | 813 |
|
|
2024
Q1 | $10.6K | Hold |
107
| – | – | ﹤0.01% | 800 |
|
|
2023
Q4 | $9K | Sell |
107
-30
| -22% | -$2.52K | ﹤0.01% | 794 |
|
|
2023
Q3 | $11K | Buy |
+137
| New | +$11K | ﹤0.01% | 767 |
|
|
2023
Q1 | $14K | Hold |
169
| – | – | 0.01% | 720 |
|
|
2022
Q4 | $13K | Hold |
169
| – | – | 0.02% | 202 |
|
|
2022
Q3 | $10K | Buy |
+169
| New | +$10K | ﹤0.01% | 730 |
|