Sigma Planning Corp’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,048
| Closed | -$213K | – | 1226 |
|
|
2024
Q3 | $213K | Sell |
2,048
-62
| -3% | -$6.44K | 0.01% | 1107 |
|
|
2024
Q2 | $203K | Sell |
2,110
-1,873
| -47% | -$180K | 0.01% | 1085 |
|
|
2024
Q1 | $395K | Buy |
3,983
+921
| +30% | +$91.4K | 0.01% | 855 |
|
|
2023
Q4 | $274K | Sell |
3,062
-1,127
| -27% | -$101K | 0.02% | 658 |
|
|
2023
Q3 | $336K | Buy |
4,189
+141
| +3% | +$11.3K | 0.01% | 875 |
|
|
2023
Q2 | $360K | Sell |
4,048
-450
| -10% | -$40.1K | 0.01% | 864 |
|
|
2023
Q1 | $380K | Sell |
4,498
-288
| -6% | -$24.3K | 0.01% | 922 |
|
|
2022
Q4 | $375K | Buy |
4,786
+128
| +3% | +$10K | 0.01% | 880 |
|
|
2022
Q3 | $297K | Sell |
4,658
-1,657
| -26% | -$106K | 0.01% | 948 |
|
|
2022
Q2 | $446K | Sell |
6,315
-422
| -6% | -$29.8K | 0.02% | 801 |
|
|
2022
Q1 | $518K | Sell |
6,737
-478
| -7% | -$36.8K | 0.02% | 824 |
|
|
2021
Q4 | $628K | Sell |
7,215
-111
| -2% | -$9.66K | 0.02% | 741 |
|
|
2021
Q3 | $603K | Sell |
7,326
-469
| -6% | -$38.6K | 0.02% | 726 |
|
|
2021
Q2 | $637K | Buy |
7,795
+1,663
| +27% | +$136K | 0.02% | 720 |
|
|
2021
Q1 | $420K | Sell |
6,132
-701
| -10% | -$48K | 0.01% | 829 |
|
|
2020
Q4 | $462K | Buy |
6,833
+402
| +6% | +$27.2K | 0.02% | 714 |
|
|
2020
Q3 | $401K | Sell |
6,431
-181
| -3% | -$11.3K | 0.02% | 679 |
|
|
2020
Q2 | $376K | Buy |
+6,612
| New | +$376K | 0.02% | 693 |
|