Simplicity Solutions’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $860K | Sell |
9,609
-48
| -0.5% | -$4.3K | 0.02% | 488 |
|
|
2023
Q3 | $776K | Sell |
9,657
-759
| -7% | -$61K | 0.02% | 479 |
|
|
2023
Q2 | $927K | Buy |
10,416
+489
| +5% | +$43.5K | 0.03% | 480 |
|
|
2023
Q1 | $838K | Buy |
9,927
+5,691
| +134% | +$480K | 0.02% | 530 |
|
|
2022
Q4 | $332K | Buy |
+4,236
| New | +$332K | 0.05% | 447 |
|
|
2020
Q4 | – | Sell |
-3,386
| Closed | -$211K | – | 971 |
|
|
2020
Q3 | $211K | Sell |
3,386
-433
| -11% | -$27K | ﹤0.01% | 814 |
|
|
2020
Q2 | $217K | Buy |
+3,819
| New | +$217K | ﹤0.01% | 807 |
|