WR Wealth Planners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.85K | Buy |
74
+4
| +6% | +$370 | ﹤0.01% | 640 |
|
|
2024
Q3 | $7.28K | Hold |
70
| – | – | ﹤0.01% | 678 |
|
|
2024
Q2 | $6.74K | Buy |
70
+7
| +11% | +$674 | ﹤0.01% | 666 |
|
|
2024
Q1 | $6.25K | Buy |
+63
| New | +$6.25K | ﹤0.01% | 677 |
|
|
2023
Q4 | – | Sell |
-50
| Closed | -$4.02K | – | 641 |
|
|
2023
Q3 | $4.02K | Hold |
50
| – | – | ﹤0.01% | 702 |
|
|
2023
Q2 | $4.45K | Sell |
50
-6
| -11% | -$534 | ﹤0.01% | 695 |
|
|
2023
Q1 | $4.73K | Buy |
56
+6
| +12% | +$506 | ﹤0.01% | 684 |
|
|
2022
Q4 | $3.92K | Hold |
50
| – | – | ﹤0.01% | 352 |
|
|
2022
Q3 | $3.19K | Hold |
50
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $3.53K | Hold |
50
| – | – | ﹤0.01% | 378 |
|
|
2022
Q1 | $3.85K | Buy |
+50
| New | +$3.85K | ﹤0.01% | 378 |
|