Sugarloaf Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $21.8K | Hold |
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|
2024
Q3 | $24.4K | Hold |
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|
2024
Q2 | $22.6K | Sell |
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|
2024
Q1 | $39.5K | Sell |
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|
2023
Q4 | $36.6K | Sell |
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|
2023
Q3 | $45.6K | Buy |
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|
2023
Q2 | $50.4K | Sell |
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|
2023
Q1 | $49.8K | Sell |
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|
2022
Q4 | $46.4K | Hold |
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|
2022
Q3 | $38K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $45K | Hold |
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|
2021
Q4 | $51K | Hold |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $48K | Buy |
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|
2021
Q1 | $40 | Sell |
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|
2020
Q4 | $41K | Buy |
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|
2020
Q3 | $38K | Hold |
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|
2020
Q2 | $35K | Buy |
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