Kelly Financial Services’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-268
| Closed | -$25.8K | – | 560 |
|
|
2024
Q2 | $25.8K | Buy |
268
+1
| +0.4% | +$96 | 0.01% | 295 |
|
|
2024
Q1 | $26.5K | Buy |
267
+1
| +0.4% | +$99 | 0.01% | 292 |
|
|
2023
Q4 | $23.8K | Buy |
266
+1
| +0.4% | +$90 | 0.01% | 282 |
|
|
2023
Q3 | $21.3K | Buy |
265
+1
| +0.4% | +$80 | 0.01% | 277 |
|
|
2023
Q2 | $23.5K | Buy |
264
+1
| +0.4% | +$89 | 0.01% | 276 |
|
|
2023
Q1 | $22.2K | Hold |
263
| – | – | 0.01% | 266 |
|
|
2022
Q4 | $20.6K | Buy |
263
+1
| +0.4% | +$78 | 0.01% | 263 |
|
|
2022
Q3 | $16.7K | Buy |
262
+1
| +0.4% | +$64 | 0.01% | 272 |
|
|
2022
Q2 | $18.4K | Buy |
261
+1
| +0.4% | +$71 | 0.01% | 261 |
|
|
2022
Q1 | $20K | Buy |
260
+1
| +0.4% | +$77 | 0.01% | 271 |
|
|
2021
Q4 | $22.6K | Buy |
259
+1
| +0.4% | +$87 | 0.01% | 257 |
|
|
2021
Q3 | $21.3K | Sell |
258
-20,813
| -99% | -$1.71M | 0.01% | 253 |
|
|
2021
Q2 | $258K | Buy |
21,071
+20,814
| +8,099% | +$255K | 0.01% | 270 |
|
|
2021
Q1 | $17.6K | Buy |
257
+1
| +0.4% | +$68 | 0.01% | 237 |
|
|
2020
Q4 | $17.3K | Sell |
256
-12
| -4% | -$811 | 0.01% | 211 |
|
|
2020
Q3 | $16.7K | Buy |
268
+1
| +0.4% | +$62 | 0.01% | 194 |
|
|
2020
Q2 | $15.2K | Buy |
+267
| New | +$15.2K | 0.01% | 192 |
|