MFT
Moisand Fitzgerald Tamayo’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67K | Hold |
27
| – | – | ﹤0.01% | 476 |
|
|
2025
Q1 | $2.79K | Hold |
27
| – | – | ﹤0.01% | 468 |
|
|
2024
Q4 | $2.5K | Hold |
27
| – | – | ﹤0.01% | 499 |
|
|
2024
Q3 | $2.81K | Hold |
27
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $2.6K | Hold |
27
| – | – | ﹤0.01% | 475 |
|
|
2024
Q1 | $2.68K | Hold |
27
| – | – | ﹤0.01% | 463 |
|
|
2023
Q4 | $2.42K | Sell |
27
-234
| -90% | -$20.9K | ﹤0.01% | 514 |
|
|
2023
Q3 | $21K | Hold |
261
| – | – | ﹤0.01% | 254 |
|
|
2023
Q2 | $23.2K | Hold |
261
| – | – | ﹤0.01% | 237 |
|
|
2023
Q1 | $22K | Hold |
261
| – | – | ﹤0.01% | 248 |
|
|
2022
Q4 | $20.4K | Hold |
261
| – | – | ﹤0.01% | 251 |
|
|
2022
Q3 | $17K | Buy |
261
+27
| +12% | +$1.76K | ﹤0.01% | 244 |
|
|
2022
Q2 | $17K | Buy |
+234
| New | +$17K | ﹤0.01% | 240 |
|
|
2021
Q3 | – | Sell |
-130
| Closed | -$11K | – | 407 |
|
|
2021
Q2 | $11K | Buy |
+130
| New | +$11K | ﹤0.01% | 257 |
|
|
2021
Q1 | – | Sell |
-4
| Closed | – | – | 392 |
|
|
2020
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 378 |
|
|
2020
Q3 | – | Sell |
-54
| Closed | -$3K | – | 351 |
|
|
2020
Q2 | $3K | Buy |
+54
| New | +$3K | ﹤0.01% | 259 |
|