Stratos Wealth Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,705
| Closed | -$242K | – | 711 |
|
|
2023
Q4 | $242K | Sell |
2,705
-77
| -3% | -$6.89K | 0.01% | 605 |
|
|
2023
Q3 | $223K | Buy |
2,782
+160
| +6% | +$12.9K | 0.01% | 597 |
|
|
2023
Q2 | $233K | Buy |
2,622
+2
| +0.1% | +$178 | 0.02% | 570 |
|
|
2023
Q1 | $221K | Sell |
2,620
-1,150
| -31% | -$97.1K | 0.02% | 561 |
|
|
2022
Q4 | $295K | Buy |
+3,770
| New | +$295K | 0.02% | 473 |
|