Trifecta Capital Advisors’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 | $1.49K | Hold |
15
| – | – | ﹤0.01% | 380 |
|
|
2025
Q1 | $1.55K | Hold |
15
| – | – | ﹤0.01% | 335 |
|
|
2024
Q4 | $1.39K | Hold |
15
| – | – | ﹤0.01% | 343 |
|
|
2024
Q3 | $1.56K | Hold |
15
| – | – | ﹤0.01% | 340 |
|
|
2024
Q2 | $1.44K | Hold |
15
| – | – | ﹤0.01% | 347 |
|
|
2024
Q1 | $1.49K | Hold |
15
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $1.34K | Hold |
15
| – | – | ﹤0.01% | 371 |
|
|
2023
Q3 | $1.21K | Hold |
15
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $1.34K | Hold |
15
| – | – | ﹤0.01% | 352 |
|
|
2023
Q1 | $1.27K | Hold |
15
| – | – | ﹤0.01% | 350 |
|
|
2022
Q4 | $1.18K | Buy |
+15
| New | +$1.18K | ﹤0.01% | 363 |
|