Level Financial Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-160
| Closed | -$14.3K | – | 201 |
|
|
2023
Q4 | $14.3K | Hold |
160
| – | – | 0.01% | 176 |
|
|
2023
Q3 | $12.9K | Hold |
160
| – | – | 0.01% | 174 |
|
|
2023
Q2 | $14.2K | Hold |
160
| – | – | 0.01% | 169 |
|
|
2023
Q1 | $13.5K | Hold |
160
| – | – | 0.01% | 160 |
|
|
2022
Q4 | $13K | Hold |
160
| – | – | 0.01% | 151 |
|
|
2022
Q3 | $10K | Hold |
160
| – | – | 0.01% | 172 |
|
|
2022
Q2 | $11K | Hold |
160
| – | – | 0.01% | 182 |
|
|
2022
Q1 | $12K | Hold |
160
| – | – | 0.01% | 149 |
|
|
2021
Q4 | $14K | Buy |
+160
| New | +$14K | 0.01% | 158 |
|