Kessler Investment Group’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 |
-1,487
| Closed | -$143K | – | 199 |
|
|
2024
Q2 | $143K | Buy |
1,487
+428
| +40% | +$41.2K | 0.08% | 75 |
|
|
2024
Q1 | $105K | Sell |
1,059
-112
| -10% | -$11.1K | 0.07% | 73 |
|
|
2023
Q4 | $105K | Hold |
1,171
| – | – | 0.06% | 81 |
|
|
2023
Q3 | $94K | Hold |
1,171
| – | – | 0.08% | 79 |
|
|
2023
Q2 | $104K | Hold |
1,171
| – | – | 0.07% | 76 |
|
|
2023
Q1 | $98.8K | Buy |
+1,171
| New | +$98.8K | 0.07% | 88 |
|