Sigma Planning Corp’s Otis Worldwide OTIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,048	Closed	-$213K	–	1233
2024 Q3	$213K	Sell	2,048 -62	-3%	-$5.91K	0.01%	1108
2024 Q2	$203K	Sell	2,110 -1,873	-47%	-$181K	0.01%	1087
2024 Q1	$395K	Buy	3,983 +921	+30%	+$85.1K	0.01%	855
2023 Q4	$274K	Sell	3,062 -1,127	-27%	-$93.7K	0.02%	658
2023 Q3	$336K	Buy	4,189 +141	+3%	+$12.1K	0.01%	875
2023 Q2	$360K	Sell	4,048 -450	-10%	-$37.9K	0.01%	864
2023 Q1	$380K	Sell	4,498 -288	-6%	-$23.8K	0.01%	922
2022 Q4	$375K	Buy	4,786 +128	+3%	+$9.45K	0.01%	880
2022 Q3	$297K	Sell	4,658 -1,657	-26%	-$121K	0.01%	953
2022 Q2	$446K	Sell	6,315 -422	-6%	-$31.1K	0.02%	804
2022 Q1	$518K	Sell	6,737 -478	-7%	-$38.2K	0.02%	830
2021 Q4	$628K	Sell	7,215 -111	-2%	-$9.29K	0.02%	748
2021 Q3	$603K	Sell	7,326 -469	-6%	-$41.2K	0.02%	734
2021 Q2	$637K	Buy	7,795 +1,663	+27%	+$128K	0.02%	730
2021 Q1	$420K	Sell	6,132 -701	-10%	-$45.8K	0.01%	841
2020 Q4	$462K	Buy	6,833 +402	+6%	+$26.1K	0.02%	724
2020 Q3	$401K	Sell	6,431 -181	-3%	-$11.1K	0.02%	685
2020 Q2	$376K	Buy	+6,612	New	+$343K	0.02%	698