TLA
Tanglewood Legacy Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5K | Hold |
167
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $17.2K | Hold |
167
| – | – | 0.01% | 233 |
|
|
2024
Q4 | $15.5K | Hold |
167
| – | – | 0.01% | 237 |
|
|
2024
Q3 | $17.4K | Hold |
167
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $16.1K | Hold |
167
| – | – | 0.01% | 221 |
|
|
2024
Q1 | $16.6K | Hold |
167
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $14.9K | Hold |
167
| – | – | 0.01% | 227 |
|
|
2023
Q3 | $13.4K | Hold |
167
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $14.9K | Hold |
167
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $14.1K | Hold |
167
| – | – | 0.01% | 226 |
|
|
2022
Q4 | $13.1K | Buy |
+167
| New | +$13.1K | 0.01% | 205 |
|