U.S. Capital Wealth 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 | $239K | Buy |
2,418
+82
| +4% | +$8.12K | 0.01% | 782 |
|
|
2025
Q1 | $241K | Buy |
+2,336
| New | +$241K | 0.01% | 757 |
|
|
2023
Q3 | – | Sell |
-2,290
| Closed | -$204K | – | 668 |
|
|
2023
Q2 | $204K | Buy |
+2,290
| New | +$204K | 0.01% | 624 |
|
|
2023
Q1 | – | Sell |
-1,913
| Closed | -$150K | – | 1241 |
|
|
2022
Q4 | $150K | Buy |
+1,913
| New | +$150K | 0.01% | 665 |
|