International Assets Investment Management’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 |
-207,168
| Closed | -$1.99K | – | 1547 |
|
|
2024
Q3 | $1.99K | Buy |
207,168
+205,427
| +11,799% | +$1.98K | 0.01% | 903 |
|
|
2024
Q2 | $168K | Buy |
+1,741
| New | +$168K | 0.02% | 767 |
|
|
2021
Q2 | – | Sell |
-612
| Closed | -$41K | – | 1464 |
|
|
2021
Q1 | $41K | Hold |
612
| – | – | ﹤0.01% | 1031 |
|
|
2020
Q4 | $41K | Buy |
+612
| New | +$41K | 0.01% | 908 |
|