QWP
Quotient Wealth Partners’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $598K | Sell |
6,041
-105
| -2% | -$10.4K | 0.02% | 161 |
|
|
2025
Q1 | $634K | Buy |
6,146
+307
| +5% | +$31.7K | 0.02% | 155 |
|
|
2024
Q4 | $541K | Buy |
5,839
+140
| +2% | +$13K | 0.02% | 157 |
|
|
2024
Q3 | $592K | Sell |
5,699
-174
| -3% | -$18.1K | 0.02% | 157 |
|
|
2024
Q2 | $565K | Buy |
5,873
+206
| +4% | +$19.8K | 0.02% | 162 |
|
|
2024
Q1 | $563K | Sell |
5,667
-2,032
| -26% | -$202K | 0.02% | 160 |
|
|
2023
Q4 | $689K | Buy |
+7,699
| New | +$689K | 0.03% | 149 |
|