Laffer Tengler Investments’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 |
-335
| Closed | -$32.2K | – | 297 |
|
|
2024
Q2 | $32.2K | Hold |
335
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $33.3K | Hold |
335
| – | – | 0.01% | 263 |
|
|
2023
Q4 | $30K | Hold |
335
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $26.9K | Hold |
335
| – | – | 0.01% | 261 |
|
|
2023
Q2 | $29.8K | Hold |
335
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $28.3K | Hold |
335
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $26.2K | Hold |
335
| – | – | 0.01% | 349 |
|
|
2022
Q3 | $21.4K | Hold |
335
| – | – | 0.01% | 311 |
|
|
2022
Q2 | $23.7K | Hold |
335
| – | – | 0.01% | 304 |
|
|
2022
Q1 | $25.8K | Hold |
335
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $29.2K | Hold |
335
| – | – | 0.01% | 302 |
|
|
2021
Q3 | $27.6K | Buy |
+335
| New | +$27.6K | 0.01% | 388 |
|
|
2021
Q2 | – | Sell |
-335
| Closed | -$22.9K | – | 373 |
|
|
2021
Q1 | $22.9K | Hold |
335
| – | – | 0.01% | 315 |
|
|
2020
Q4 | $22.4K | Hold |
335
| – | – | 0.01% | 280 |
|
|
2020
Q3 | $20.9K | Sell |
335
-1,285
| -79% | -$80.2K | 0.01% | 242 |
|
|
2020
Q2 | $92.1K | Buy |
+1,620
| New | +$92.1K | 0.05% | 161 |
|