Raleigh Capital Management’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 |
-104
| Closed | -$9.63K | – | 892 |
|
2024
Q4 | $9.63K | Sell |
104
-5
| -5% | -$463 | ﹤0.01% | 610 |
|
2024
Q3 | $11.3K | Buy |
109
+9
| +9% | +$935 | ﹤0.01% | 566 |
|
2024
Q2 | $9.63K | Buy |
100
+5
| +5% | +$481 | ﹤0.01% | 581 |
|
2024
Q1 | $9.43K | Buy |
95
+60
| +171% | +$5.96K | ﹤0.01% | 571 |
|
2023
Q4 | $3.13K | Buy |
+35
| New | +$3.13K | ﹤0.01% | 821 |
|
2022
Q1 | – | Sell |
-5
| Closed | – | – | 662 |
|
2021
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 322 |
|