Integrated Advisors Network’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,063
| Closed | -$213K | – | 776 |
|
|
2025
Q1 | $213K | Buy |
+2,063
| New | +$213K | 0.01% | 672 |
|
|
2024
Q4 | – | Sell |
-2,130
| Closed | -$221K | – | 730 |
|
|
2024
Q3 | $221K | Sell |
2,130
-19
| -0.9% | -$1.98K | 0.01% | 661 |
|
|
2024
Q2 | $207K | Buy |
2,149
+28
| +1% | +$2.7K | 0.01% | 650 |
|
|
2024
Q1 | $211K | Buy |
+2,121
| New | +$211K | 0.01% | 662 |
|