OPTFSNA
Old Point Trust & Financial Services N A’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $594 | Buy |
+6
| New | +$594 | ﹤0.01% | 322 |
|
|
2024
Q4 | – | Sell |
-250
| Closed | -$26K | – | 357 |
|
|
2024
Q3 | $26K | Hold |
250
| – | – | 0.01% | 197 |
|
|
2024
Q2 | $24.1K | Hold |
250
| – | – | 0.01% | 198 |
|
|
2024
Q1 | $24.8K | Hold |
250
| – | – | 0.01% | 195 |
|
|
2023
Q4 | $22.4K | Buy |
+250
| New | +$22.4K | 0.01% | 173 |
|
|
2023
Q3 | – | Sell |
-250
| Closed | -$22.3K | – | 204 |
|
|
2023
Q2 | $22.3K | Buy |
+250
| New | +$22.3K | 0.01% | 161 |
|