Janiczek Wealth Management’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
Q2 | $35.6K | Hold |
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|
2024
Q1 | $36.7K | Hold |
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|
2023
Q4 | $33.1K | Sell |
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|
2023
Q3 | $30.6K | Buy |
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|
2023
Q2 | $14.1K | Hold |
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|
2023
Q1 | $12.8K | Hold |
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|
2022
Q4 | $13.1K | Buy |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $7K | Hold |
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|
2021
Q4 | $8K | Hold |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $7K | Hold |
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|
2020
Q3 | $6K | Buy |
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