Pinnacle Wealth Planning Services’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,218
| Closed | -$231K | – | 517 |
|
|
2024
Q3 | $231K | Hold |
2,218
| – | – | 0.03% | 409 |
|
|
2024
Q2 | $214K | Sell |
2,218
-1
| -0% | -$96 | 0.03% | 405 |
|
|
2024
Q1 | $220K | Sell |
2,219
-103
| -4% | -$10.2K | 0.03% | 389 |
|
|
2023
Q4 | $208K | Buy |
+2,322
| New | +$208K | 0.03% | 396 |
|
|
2023
Q3 | – | Sell |
-2,389
| Closed | -$213K | – | 474 |
|
|
2023
Q2 | $213K | Buy |
+2,389
| New | +$213K | 0.03% | 365 |
|
|
2021
Q1 | – | Sell |
-629
| Closed | -$42K | – | 1456 |
|
|
2020
Q4 | $42K | Buy |
+629
| New | +$42K | 0.01% | 868 |
|