POM Investment Strategies’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-712
| Closed | -$65.9K | – | 317 |
|
2024
Q4 | $65.9K | Hold |
712
| – | – | 0.05% | 65 |
|
2024
Q3 | $74K | Sell |
712
-49
| -6% | -$5.09K | 0.06% | 55 |
|
2024
Q2 | $73.3K | Buy |
761
+49
| +7% | +$4.72K | 0.06% | 59 |
|
2024
Q1 | $70.7K | Hold |
712
| – | – | 0.06% | 55 |
|
2023
Q4 | $63.7K | Buy |
+712
| New | +$63.7K | 0.06% | 55 |
|