Norwood Financial’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $33.3K | Hold |
335
| – | – | 0.05% | 182 |
|
|
2023
Q4 | $30K | Sell |
335
-48
| -13% | -$4.29K | 0.05% | 175 |
|
|
2023
Q3 | $30.8K | Sell |
383
-10
| -3% | -$803 | 0.05% | 168 |
|
|
2023
Q2 | $35K | Sell |
393
-37
| -9% | -$3.29K | 0.05% | 161 |
|
|
2023
Q1 | $36.3K | Hold |
430
| – | – | 0.06% | 155 |
|
|
2022
Q4 | $33.7K | Sell |
430
-40
| -9% | -$3.13K | 0.05% | 155 |
|
|
2022
Q3 | $30K | Hold |
470
| – | – | 0.05% | 159 |
|
|
2022
Q2 | $34K | Hold |
470
| – | – | 0.06% | 151 |
|
|
2022
Q1 | $36K | Hold |
470
| – | – | 0.05% | 157 |
|
|
2021
Q4 | $41K | Buy |
+470
| New | +$41K | 0.06% | 153 |
|