Tradition Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-75
| Closed | -$7K | – | 938 |
|
|
2023
Q4 | $7K | Sell |
75
-5
| -6% | -$467 | ﹤0.01% | 1072 |
|
|
2023
Q3 | $6K | Sell |
80
-8
| -9% | -$600 | ﹤0.01% | 1135 |
|
|
2023
Q2 | $8K | Buy |
88
+13
| +17% | +$1.18K | ﹤0.01% | 1094 |
|
|
2023
Q1 | $6K | Buy |
75
+28
| +60% | +$2.24K | ﹤0.01% | 1117 |
|
|
2022
Q4 | $4K | Sell |
47
-18
| -28% | -$1.53K | ﹤0.01% | 1090 |
|
|
2022
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 1113 |
|
|
2022
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 959 |
|
|
2022
Q1 | $5K | Hold |
65
| – | – | ﹤0.01% | 1039 |
|
|
2021
Q4 | $6K | Hold |
65
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q3 | $5K | Hold |
65
| – | – | ﹤0.01% | 1036 |
|
|
2021
Q2 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 1064 |
|
|
2021
Q1 | – | Sell |
-64
| Closed | -$4K | – | 959 |
|
|
2020
Q4 | $4K | Buy |
+64
| New | +$4K | ﹤0.01% | 875 |
|