Pflug Koory’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 | $6.86K | Hold |
84
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $6.86K | Hold |
84
| – | – | ﹤0.01% | 342 |
|
|
2023
Q3 | $6.86K | Sell |
84
-150
| -64% | -$12.3K | ﹤0.01% | 338 |
|
|
2023
Q2 | $20.8K | Hold |
234
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $19.8K | Hold |
234
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $18K | Sell |
234
-114
| -33% | -$8.77K | 0.01% | 297 |
|
|
2022
Q3 | $22K | Sell |
348
-25
| -7% | -$1.58K | 0.01% | 285 |
|
|
2022
Q2 | $26K | Sell |
373
-52
| -12% | -$3.63K | 0.02% | 282 |
|
|
2022
Q1 | $33K | Sell |
425
-65
| -13% | -$5.05K | 0.02% | 284 |
|
|
2021
Q4 | $43K | Sell |
490
-77
| -14% | -$6.76K | 0.02% | 270 |
|
|
2021
Q3 | $47K | Sell |
567
-400
| -41% | -$33.2K | 0.03% | 260 |
|
|
2021
Q2 | $79K | Sell |
967
-140
| -13% | -$11.4K | 0.04% | 219 |
|
|
2021
Q1 | $76K | Sell |
1,107
-213
| -16% | -$14.6K | 0.04% | 216 |
|
|
2020
Q4 | $89K | Sell |
1,320
-63
| -5% | -$4.25K | 0.05% | 206 |
|
|
2020
Q3 | $86K | Sell |
1,383
-566
| -29% | -$35.2K | 0.06% | 201 |
|
|
2020
Q2 | $111K | Buy |
+1,949
| New | +$111K | 0.08% | 183 |
|