Tradewinds Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6
| Closed | -$660 | – | 684 |
|
|
2025
Q1 | $660 | Buy |
+6
| New | +$660 | ﹤0.01% | 568 |
|
|
2022
Q2 | – | Sell |
-25
| Closed | -$2K | – | 682 |
|
|
2022
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 678 |
|
|
2021
Q4 | $2K | Sell |
25
-17
| -40% | -$1.36K | ﹤0.01% | 685 |
|
|
2021
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 625 |
|
|
2021
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 634 |
|
|
2021
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 605 |
|
|
2020
Q4 | $3K | Hold |
42
| – | – | ﹤0.01% | 567 |
|
|
2020
Q3 | $3K | Hold |
42
| – | – | ﹤0.01% | 547 |
|
|
2020
Q2 | $2K | Buy |
+42
| New | +$2K | ﹤0.01% | 567 |
|