SWA
SOA Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-40
| Closed | -$3.85K | – | 857 |
|
|
2024
Q2 | $3.85K | Hold |
40
| – | – | ﹤0.01% | 622 |
|
|
2024
Q1 | $3.97K | Hold |
40
| – | – | ﹤0.01% | 633 |
|
|
2023
Q4 | $3.58K | Hold |
40
| – | – | ﹤0.01% | 638 |
|
|
2023
Q3 | $3.21K | Hold |
40
| – | – | ﹤0.01% | 667 |
|
|
2023
Q2 | $3.56K | Hold |
40
| – | – | ﹤0.01% | 659 |
|
|
2023
Q1 | $3.38K | Hold |
40
| – | – | ﹤0.01% | 669 |
|
|
2022
Q4 | $3.13K | Hold |
40
| – | – | ﹤0.01% | 682 |
|
|
2022
Q3 | $2K | Sell |
40
-7
| -15% | -$350 | ﹤0.01% | 718 |
|
|
2022
Q2 | $3K | Sell |
47
-139
| -75% | -$8.87K | ﹤0.01% | 654 |
|
|
2022
Q1 | $14K | Hold |
186
| – | – | ﹤0.01% | 525 |
|
|
2021
Q4 | $16K | Hold |
186
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $15K | Sell |
186
-96
| -34% | -$7.74K | ﹤0.01% | 508 |
|
|
2021
Q2 | $23K | Buy |
282
+36
| +15% | +$2.94K | 0.01% | 435 |
|
|
2021
Q1 | $16K | Sell |
246
-2
| -0.8% | -$130 | ﹤0.01% | 439 |
|
|
2020
Q4 | $16K | Buy |
+248
| New | +$16K | ﹤0.01% | 441 |
|