SWS
SYSTM Wealth Solutions’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-303
| Closed | -$29.2K | – | 471 |
|
|
2024
Q2 | $29.2K | Sell |
303
-684
| -69% | -$65.9K | 0.01% | 323 |
|
|
2024
Q1 | $98K | Sell |
987
-911
| -48% | -$90.5K | 0.01% | 479 |
|
|
2023
Q4 | $170K | Sell |
1,898
-632
| -25% | -$56.5K | 0.02% | 400 |
|
|
2023
Q3 | $203K | Sell |
2,530
-2,856
| -53% | -$229K | 0.03% | 436 |
|
|
2023
Q2 | $479K | Buy |
5,386
+839
| +18% | +$74.7K | 0.06% | 317 |
|
|
2023
Q1 | $384K | Sell |
4,547
-46,673
| -91% | -$3.94M | 0.06% | 341 |
|
|
2022
Q4 | $4.01M | Buy |
+51,220
| New | +$4.01M | 0.5% | 50 |
|