MCF Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44K | Hold |
65
| – | – | ﹤0.01% | 722 |
|
|
2025
Q1 | $6.71K | Sell |
65
-18
| -22% | -$1.86K | ﹤0.01% | 709 |
|
|
2024
Q4 | $7.69K | Hold |
83
| – | – | ﹤0.01% | 700 |
|
|
2024
Q3 | $8.63K | Sell |
83
-121
| -59% | -$12.6K | ﹤0.01% | 674 |
|
|
2024
Q2 | $19.6K | Buy |
204
+33
| +19% | +$3.18K | ﹤0.01% | 541 |
|
|
2024
Q1 | $17K | Hold |
171
| – | – | ﹤0.01% | 557 |
|
|
2023
Q4 | $15.3K | Hold |
171
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $13.7K | Hold |
171
| – | – | ﹤0.01% | 538 |
|
|
2023
Q2 | $15.2K | Hold |
171
| – | – | ﹤0.01% | 508 |
|
|
2023
Q1 | $14.4K | Hold |
171
| – | – | ﹤0.01% | 523 |
|
|
2022
Q4 | $13.4K | Hold |
171
| – | – | ﹤0.01% | 501 |
|
|
2022
Q3 | $11K | Hold |
171
| – | – | ﹤0.01% | 545 |
|
|
2022
Q2 | $12K | Sell |
171
-75
| -30% | -$5.26K | ﹤0.01% | 501 |
|
|
2022
Q1 | $19K | Buy |
+246
| New | +$19K | ﹤0.01% | 463 |
|
|
2021
Q4 | – | Sell |
-246
| Closed | -$20K | – | 486 |
|
|
2021
Q3 | $20K | Buy |
246
+18
| +8% | +$1.46K | ﹤0.01% | 416 |
|
|
2021
Q2 | $19K | Hold |
228
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $16K | Hold |
228
| – | – | ﹤0.01% | 394 |
|
|
2020
Q4 | $15K | Hold |
228
| – | – | ﹤0.01% | 363 |
|
|
2020
Q3 | $14K | Sell |
228
-68
| -23% | -$4.18K | ﹤0.01% | 355 |
|
|
2020
Q2 | $17K | Buy |
+296
| New | +$17K | ﹤0.01% | 317 |
|