New England Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Buy |
2,793
+8
| +0.3% | +$792 | 0.13% | 48 |
|
|
2025
Q1 | $287K | Sell |
2,785
-138
| -5% | -$14.2K | 0.15% | 44 |
|
|
2024
Q4 | $271K | Sell |
2,923
-30
| -1% | -$2.78K | 0.13% | 48 |
|
|
2024
Q3 | $307K | Buy |
2,953
+8
| +0.3% | +$832 | 0.16% | 43 |
|
|
2024
Q2 | $283K | Buy |
2,945
+8
| +0.3% | +$770 | 0.16% | 44 |
|
|
2024
Q1 | $292K | Buy |
2,937
+7
| +0.2% | +$695 | 0.16% | 43 |
|
|
2023
Q4 | $262K | Buy |
2,930
+8
| +0.3% | +$716 | 0.16% | 45 |
|
|
2023
Q3 | $235K | Sell |
2,922
-96
| -3% | -$7.71K | 0.16% | 45 |
|
|
2023
Q2 | $269K | Sell |
3,018
-35
| -1% | -$3.12K | 0.18% | 41 |
|
|
2023
Q1 | $258K | Buy |
3,053
+7
| +0.2% | +$591 | 0.18% | 44 |
|
|
2022
Q4 | $246K | Buy |
+3,046
| New | +$246K | 0.17% | 46 |
|