LFASL
Lugano Financial Advisors SA (LFA)’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.43K | Buy |
+75
| New | +$7.43K | ﹤0.01% | 223 |
|
|
2023
Q3 | – | Sell |
-1,041
| Closed | -$92.7K | – | 205 |
|
|
2023
Q2 | $92.7K | Buy |
+1,041
| New | +$92.7K | 0.06% | 105 |
|
|
2023
Q1 | – | Sell |
-360
| Closed | -$28.2K | – | 116 |
|
|
2022
Q4 | $28.2K | Hold |
360
| – | – | 0.02% | 103 |
|
|
2022
Q3 | $23K | Hold |
360
| – | – | 0.02% | 98 |
|
|
2022
Q2 | $25K | Hold |
360
| – | – | 0.02% | 104 |
|
|
2022
Q1 | $27K | Buy |
+360
| New | +$27K | 0.02% | 90 |
|