TFO Wealth Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2
| Closed | -$199 | – | 559 |
|
|
2024
Q1 | $199 | Hold |
2
| – | – | ﹤0.01% | 489 |
|
|
2023
Q4 | $179 | Sell |
2
-2
| -50% | -$179 | ﹤0.01% | 671 |
|
|
2023
Q3 | $356 | Buy |
4
+2
| +100% | +$178 | ﹤0.01% | 582 |
|
|
2023
Q2 | $178 | Hold |
2
| – | – | ﹤0.01% | 539 |
|
|
2023
Q1 | $169 | Sell |
2
-18
| -90% | -$1.52K | ﹤0.01% | 521 |
|
|
2022
Q4 | $559 | Buy |
+20
| New | +$559 | ﹤0.01% | 466 |
|
|
2021
Q4 | – | Sell |
-26
| Closed | -$2K | – | 181 |
|
|
2021
Q3 | $2K | Buy |
+26
| New | +$2K | ﹤0.01% | 129 |
|
|
2020
Q4 | – | Sell |
-12
| Closed | -$1K | – | 144 |
|
|
2020
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 146 |
|