Janiczek Wealth 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
Q2 | $35.6K | Hold |
370
| – | – | 0.01% | 460 |
|
|
2024
Q1 | $36.7K | Hold |
370
| – | – | 0.01% | 458 |
|
|
2023
Q4 | $33.1K | Sell |
370
-11
| -3% | -$984 | 0.01% | 467 |
|
|
2023
Q3 | $30.6K | Buy |
381
+223
| +141% | +$17.9K | 0.01% | 447 |
|
|
2023
Q2 | $14.1K | Hold |
158
| – | – | ﹤0.01% | 506 |
|
|
2023
Q1 | $12.8K | Hold |
158
| – | – | ﹤0.01% | 526 |
|
|
2022
Q4 | $13.1K | Buy |
158
+61
| +63% | +$5.06K | ﹤0.01% | 516 |
|
|
2022
Q3 | $6K | Hold |
97
| – | – | ﹤0.01% | 635 |
|
|
2022
Q2 | $8K | Hold |
97
| – | – | ﹤0.01% | 603 |
|
|
2022
Q1 | $7K | Hold |
97
| – | – | ﹤0.01% | 625 |
|
|
2021
Q4 | $8K | Hold |
97
| – | – | ﹤0.01% | 624 |
|
|
2021
Q3 | $8K | Hold |
97
| – | – | ﹤0.01% | 615 |
|
|
2021
Q2 | $8K | Hold |
97
| – | – | ﹤0.01% | 588 |
|
|
2021
Q1 | $7K | Hold |
97
| – | – | ﹤0.01% | 593 |
|
|
2020
Q4 | $7K | Hold |
97
| – | – | ﹤0.01% | 528 |
|
|
2020
Q3 | $6K | Buy |
+97
| New | +$6K | ﹤0.01% | 316 |
|