Sugarloaf Wealth Management’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 | $21.8K | Hold |
235
| – | – | ﹤0.01% | 395 |
|
|
2024
Q3 | $24.5K | Hold |
235
| – | – | ﹤0.01% | 387 |
|
|
2024
Q2 | $22.6K | Sell |
235
-163
| -41% | -$15.7K | ﹤0.01% | 381 |
|
|
2024
Q1 | $39.5K | Sell |
398
-11
| -3% | -$1.09K | 0.01% | 319 |
|
|
2023
Q4 | $36.6K | Sell |
409
-158
| -28% | -$14.1K | 0.01% | 318 |
|
|
2023
Q3 | $45.6K | Buy |
567
+1
| +0.2% | +$80 | 0.01% | 296 |
|
|
2023
Q2 | $50.4K | Sell |
566
-23
| -4% | -$2.05K | 0.01% | 289 |
|
|
2023
Q1 | $49.8K | Sell |
589
-3
| -0.5% | -$254 | 0.01% | 295 |
|
|
2022
Q4 | $46.4K | Hold |
592
| – | – | 0.01% | 296 |
|
|
2022
Q3 | $38K | Buy |
592
+1
| +0.2% | +$64 | 0.01% | 327 |
|
|
2022
Q2 | $42K | Buy |
591
+1
| +0.2% | +$71 | 0.01% | 307 |
|
|
2022
Q1 | $45K | Hold |
590
| – | – | 0.01% | 293 |
|
|
2021
Q4 | $51K | Hold |
590
| – | – | 0.01% | 289 |
|
|
2021
Q3 | $48K | Buy |
590
+1
| +0.2% | +$81 | 0.01% | 272 |
|
|
2021
Q2 | $48K | Buy |
589
+1
| +0.2% | +$81 | 0.01% | 270 |
|
|
2021
Q1 | $40 | Sell |
588
-24
| -4% | -$2 | 0.01% | 305 |
|
|
2020
Q4 | $41K | Buy |
612
+1
| +0.2% | +$67 | 0.01% | 272 |
|
|
2020
Q3 | $38K | Hold |
611
| – | – | 0.01% | 263 |
|
|
2020
Q2 | $35K | Buy |
+611
| New | +$35K | 0.01% | 280 |
|