Retirement Group, LLC
- SEC CIK
- 0001740491
- Latest filing
- Apr 30, 2024
OTIS holding history
Otis Worldwide Corp in every 13F filed by Retirement Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
OTIS overviewAll 13F holders of OTISFull Q1 2024 holdings
- Shares (Q1 2024)
- 105
- Value
- $29.0K
- % of portfolio
- <0.1%
- Quarters held
- 10
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 105 | $29.0K | <0.1% | +87+483.3% | Added | Holders |
| Q4 2023 | 18 | – | – | 00.0% | Unchanged | Holders |
| Q3 2023 | 18 | – | – | 00.0% | Unchanged | Holders |
| Q2 2023 | 18 | – | – | 00.0% | Unchanged | Holders |
| Q1 2023 | 18 | – | – | 00.0% | Unchanged | Holders |
| Q4 2022 | 18 | – | – | +18 | New | Holders |
| Q3 2022 | 0 | $0 | 0.0% | −36−100.0% | Sold out | Holders |
| Q2 2022 | 36 | – | – | +18+100.0% | Added | Holders |
| Q1 2022 | 18 | – | – | +11+157.1% | Added | Holders |
| Q4 2021 | 7 | – | – | +2+40.0% | Added | Holders |
| Q3 2021 | 5 | – | – | +5 | New | Holders |