UFA
US Financial Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $212K | Buy |
+2,054
| New | +$212K | 0.06% | 94 |
|
|
2024
Q4 | – | Sell |
-2,054
| Closed | -$213K | – | 90 |
|
|
2024
Q3 | $213K | Buy |
+2,054
| New | +$213K | 0.07% | 84 |
|
|
2024
Q2 | – | Sell |
-2,094
| Closed | -$208K | – | 86 |
|
|
2024
Q1 | $208K | Buy |
+2,094
| New | +$208K | 0.07% | 80 |
|