NBC Securities’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 | $19K | Sell |
198
-50
| -20% | -$4.8K | ﹤0.01% | 1736 |
|
|
2025
Q1 | $25K | Buy |
+248
| New | +$25K | ﹤0.01% | 1396 |
|
|
2024
Q4 | – | Sell |
-248
| Closed | -$25K | – | 1822 |
|
|
2024
Q3 | $25K | Hold |
248
| – | – | ﹤0.01% | 1421 |
|
|
2024
Q2 | $23K | Buy |
248
+13
| +6% | +$1.21K | ﹤0.01% | 1409 |
|
|
2024
Q1 | $23K | Sell |
235
-143
| -38% | -$14K | ﹤0.01% | 1407 |
|
|
2023
Q4 | $33K | Sell |
378
-37
| -9% | -$3.23K | ﹤0.01% | 1263 |
|
|
2023
Q3 | $33K | Buy |
+415
| New | +$33K | ﹤0.01% | 1264 |
|