NewSquare Capital’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 | $12.7K | Sell |
128
-49
| -28% | -$4.85K | ﹤0.01% | 588 |
|
|
2025
Q1 | $18.3K | Buy |
177
+161
| +1,006% | +$16.6K | ﹤0.01% | 375 |
|
|
2024
Q4 | $1.48K | Buy |
+16
| New | +$1.48K | ﹤0.01% | 604 |
|
|
2020
Q4 | – | Sell |
-4
| Closed | – | – | 376 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 387 |
|
|
2020
Q2 | $0 | Buy |
+4
| New | – | ﹤0.01% | 418 |
|