Snider Financial 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
Q4 | – | Sell |
-18,358
| Closed | -$1.91M | – | 113 |
|
|
2024
Q3 | $1.91M | Buy |
18,358
+1,931
| +12% | +$201K | 0.7% | 43 |
|
|
2024
Q2 | $1.58M | Buy |
16,427
+270
| +2% | +$26K | 0.61% | 44 |
|
|
2024
Q1 | $1.6M | Buy |
16,157
+600
| +4% | +$59.6K | 0.67% | 40 |
|
|
2023
Q4 | $1.39M | Buy |
15,557
+1,223
| +9% | +$109K | 0.64% | 40 |
|
|
2023
Q3 | $1.15M | Buy |
+14,334
| New | +$1.15M | 0.56% | 42 |
|