PFS Investments’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $266K | Buy |
2,984
+341
| +13% | +$30.4K | ﹤0.01% | 461 |
|
|
2023
Q1 | $207K | Buy |
+2,643
| New | +$207K | ﹤0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-21,972
| Closed | -$1.4K | – | 455 |
|
|
2022
Q3 | $1.4K | Buy |
21,972
+1,562
| +8% | +$100 | 0.03% | 305 |
|
|
2022
Q2 | $1.44M | Buy |
20,410
+2,079
| +11% | +$147K | 0.03% | 303 |
|
|
2022
Q1 | $1.41M | Buy |
18,331
+1,370
| +8% | +$105K | 0.03% | 317 |
|
|
2021
Q4 | $1.48M | Sell |
16,961
-3,089
| -15% | -$269K | 0.03% | 307 |
|
|
2021
Q3 | $1.65M | Buy |
20,050
+758
| +4% | +$62.3K | 0.03% | 281 |
|
|
2021
Q2 | $1.62M | Buy |
19,292
+650
| +3% | +$54.5K | 0.04% | 265 |
|
|
2021
Q1 | $1.28M | Buy |
18,642
+704
| +4% | +$48.2K | 0.03% | 256 |
|
|
2020
Q4 | $1.19M | Buy |
17,938
+1,625
| +10% | +$108K | 0.03% | 247 |
|
|
2020
Q3 | $1.02M | Buy |
16,313
+1,187
| +8% | +$74.1K | 0.03% | 241 |
|
|
2020
Q2 | $860K | Buy |
+15,126
| New | +$860K | 0.03% | 220 |
|