Tyler-Stone 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
Q3 | – | Sell |
-86
| Closed | -$8.28K | – | 712 |
|
|
2024
Q2 | $8.28K | Hold |
86
| – | – | ﹤0.01% | 663 |
|
|
2024
Q1 | $8.54K | Hold |
86
| – | – | ﹤0.01% | 660 |
|
|
2023
Q4 | $7.69K | Hold |
86
| – | – | ﹤0.01% | 654 |
|
|
2023
Q3 | $7K | Hold |
86
| – | – | ﹤0.01% | 661 |
|
|
2023
Q2 | $8K | Buy |
+86
| New | +$8K | ﹤0.01% | 643 |
|
|
2022
Q4 | $7K | Hold |
86
| – | – | ﹤0.01% | 606 |
|
|
2022
Q3 | $5K | Hold |
86
| – | – | ﹤0.01% | 643 |
|
|
2022
Q2 | $6K | Buy |
86
+44
| +105% | +$3.07K | ﹤0.01% | 636 |
|
|
2022
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 714 |
|
|
2021
Q4 | $4K | Buy |
+42
| New | +$4K | ﹤0.01% | 721 |
|