PFG Investments’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 | $339K | Buy |
3,428
+121
| +4% | +$12K | 0.02% | 681 |
|
|
2025
Q1 | $341K | Sell |
3,307
-35
| -1% | -$3.61K | 0.02% | 633 |
|
|
2024
Q4 | $309K | Buy |
3,342
+131
| +4% | +$12.1K | 0.02% | 695 |
|
|
2024
Q3 | $334K | Sell |
3,211
-66
| -2% | -$6.86K | 0.02% | 665 |
|
|
2024
Q2 | $315K | Sell |
3,277
-127
| -4% | -$12.2K | 0.02% | 629 |
|
|
2024
Q1 | $338K | Buy |
+3,404
| New | +$338K | 0.02% | 695 |
|