PS
Planned Solutions’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-186
| Closed | -$19.3K | – | 471 |
|
|
2024
Q3 | $19.3K | Buy |
+186
| New | +$19.3K | 0.01% | 391 |
|
|
2024
Q1 | – | Sell |
-186
| Closed | -$16.6K | – | 407 |
|
|
2023
Q4 | $16.6K | Buy |
+186
| New | +$16.6K | 0.01% | 385 |
|
|
2021
Q1 | – | Sell |
-212
| Closed | -$14K | – | 298 |
|
|
2020
Q4 | $14K | Hold |
212
| – | – | 0.01% | 307 |
|
|
2020
Q3 | $13K | Buy |
+212
| New | +$13K | 0.01% | 245 |
|