IGGA
Iron Gate Global Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,728
| Closed | -$694K | – | 93 |
|
|
2025
Q1 | $694K | Sell |
6,728
-21
| -0.3% | -$2.17K | 0.1% | 49 |
|
|
2024
Q4 | $623K | Buy |
+6,749
| New | +$623K | 0.09% | 52 |
|
|
2024
Q3 | – | Sell |
-6,849
| Closed | -$652K | – | 94 |
|
|
2024
Q2 | $652K | Sell |
6,849
-9
| -0.1% | -$857 | 0.11% | 45 |
|
|
2024
Q1 | $678K | Sell |
6,858
-15
| -0.2% | -$1.48K | 0.12% | 48 |
|
|
2023
Q4 | $615K | Buy |
6,873
+9
| +0.1% | +$805 | 0.12% | 45 |
|
|
2023
Q3 | $547K | Hold |
6,864
| – | – | 0.12% | 45 |
|
|
2023
Q2 | $609K | Sell |
6,864
-8
| -0.1% | -$709 | 0.13% | 46 |
|
|
2023
Q1 | $580K | Sell |
6,872
-14
| -0.2% | -$1.18K | 0.14% | 46 |
|
|
2022
Q4 | $577K | Sell |
6,886
-128
| -2% | -$10.7K | 0.16% | 47 |
|
|
2022
Q3 | $490K | Hold |
7,014
| – | – | 0.14% | 47 |
|
|
2022
Q2 | $495K | Hold |
7,014
| – | – | 0.14% | 48 |
|
|
2022
Q1 | $535K | Sell |
7,014
-58
| -0.8% | -$4.42K | 0.12% | 51 |
|
|
2021
Q4 | $604K | Sell |
7,072
-50
| -0.7% | -$4.27K | 0.14% | 51 |
|
|
2021
Q3 | $580K | Sell |
7,122
-116
| -2% | -$9.45K | 0.16% | 51 |
|
|
2021
Q2 | $591K | Sell |
7,238
-220
| -3% | -$18K | 0.17% | 51 |
|
|
2021
Q1 | $510K | Sell |
7,458
-270
| -3% | -$18.5K | 0.16% | 53 |
|
|
2020
Q4 | $522K | Hold |
7,728
| – | – | 0.19% | 49 |
|
|
2020
Q3 | $483K | Buy |
7,728
+133
| +2% | +$8.31K | 0.2% | 50 |
|
|
2020
Q2 | $435K | Buy |
+7,595
| New | +$435K | 0.21% | 54 |
|