WR Wealth Planners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $6.85K | Buy |
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|
2024
Q3 | $7.28K | Hold |
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|
2024
Q2 | $6.74K | Buy |
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|
2024
Q1 | $6.25K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.02K | Hold |
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|
2023
Q2 | $4.45K | Sell |
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|
2023
Q1 | $4.73K | Buy |
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|
2022
Q4 | $3.92K | Hold |
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|
2022
Q3 | $3.19K | Hold |
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|
2022
Q2 | $3.53K | Hold |
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|
2022
Q1 | $3.85K | Buy |
|