Retirement Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $29K | Buy |
105
+87
| +483% | +$24K | 0.01% | 304 |
|
|
2023
Q4 | $17.1K | Hold |
18
| – | – | 0.01% | 366 |
|
|
2023
Q3 | $16.4K | Hold |
18
| – | – | 0.01% | 343 |
|
|
2023
Q2 | $17.2K | Hold |
18
| – | – | 0.01% | 339 |
|
|
2023
Q1 | $15K | Hold |
18
| – | – | 0.01% | 347 |
|
|
2022
Q4 | $15K | Buy |
+18
| New | +$15K | 0.01% | 313 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$23K | – | 713 |
|
|
2022
Q2 | $23K | Buy |
36
+18
| +100% | +$11.5K | 0.01% | 300 |
|
|
2022
Q1 | $12K | Buy |
18
+11
| +157% | +$7.33K | ﹤0.01% | 430 |
|
|
2021
Q4 | $5K | Buy |
7
+2
| +40% | +$1.43K | ﹤0.01% | 529 |
|
|
2021
Q3 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 491 |
|
|
2021
Q1 | – | Sell |
-8
| Closed | – | – | 774 |
|
|
2020
Q4 | $0 | Sell |
8
-86
| -91% | – | ﹤0.01% | 717 |
|
|
2020
Q3 | $6K | Buy |
94
+51
| +119% | +$3.26K | ﹤0.01% | 470 |
|
|
2020
Q2 | $2K | Buy |
+43
| New | +$2K | ﹤0.01% | 553 |
|