TFGT
TS Financial Group (TSFG)’s Otis Worldwide OTIS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-163
| Closed | -$15K | – | 845 |
|
2024
Q4 | $15K | Hold |
163
| – | – | ﹤0.01% | 443 |
|
2024
Q3 | $17K | Hold |
163
| – | – | ﹤0.01% | 425 |
|
2024
Q2 | $16K | Hold |
163
| – | – | ﹤0.01% | 417 |
|
2024
Q1 | $16K | Hold |
163
| – | – | ﹤0.01% | 414 |
|
2023
Q4 | $15K | Hold |
163
| – | – | ﹤0.01% | 453 |
|
2023
Q3 | $13K | Hold |
163
| – | – | ﹤0.01% | 492 |
|
2023
Q2 | $15K | Buy |
+163
| New | +$15K | 0.01% | 460 |
|
2023
Q1 | – | Sell |
-9
| Closed | -$1K | – | 1011 |
|
2022
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 931 |
|
2022
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 908 |
|
2022
Q2 | $1K | Hold |
9
| – | – | ﹤0.01% | 929 |
|
2022
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 875 |
|
2021
Q4 | $1K | Hold |
9
| – | – | ﹤0.01% | 842 |
|
2021
Q3 | $1K | Hold |
9
| – | – | ﹤0.01% | 822 |
|
2021
Q2 | $1K | Sell |
9
-75
| -89% | -$8.33K | ﹤0.01% | 830 |
|
2021
Q1 | $6K | Sell |
84
-9
| -10% | -$643 | ﹤0.01% | 568 |
|
2020
Q4 | $6K | Hold |
93
| – | – | ﹤0.01% | 581 |
|
2020
Q3 | $6K | Sell |
93
-75
| -45% | -$4.84K | ﹤0.01% | 530 |
|
2020
Q2 | $10K | Buy |
+168
| New | +$10K | 0.01% | 437 |
|