1832 Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-114
| Closed | -$11K | – | 828 |
|
|
2024
Q2 | $11K | Buy |
114
+10
| +10% | +$963 | ﹤0.01% | 756 |
|
|
2024
Q1 | $10.3K | Hold |
104
| – | – | ﹤0.01% | 750 |
|
|
2023
Q4 | $9.31K | Hold |
104
| – | – | ﹤0.01% | 750 |
|
|
2023
Q3 | $8.35K | Sell |
104
-13
| -11% | -$1.04K | ﹤0.01% | 761 |
|
|
2023
Q2 | $10.4K | Hold |
117
| – | – | ﹤0.01% | 752 |
|
|
2023
Q1 | $9.87K | Buy |
117
+97
| +485% | +$8.19K | ﹤0.01% | 795 |
|
|
2022
Q4 | $1.57K | Buy |
+20
| New | +$1.57K | ﹤0.01% | 862 |
|
|
2021
Q4 | – | Sell |
-3,103
| Closed | -$260K | – | 829 |
|
|
2021
Q3 | $260K | Buy |
+3,103
| New | +$260K | ﹤0.01% | 643 |
|
|
2021
Q1 | – | Sell |
-11,950
| Closed | -$800K | – | 756 |
|
|
2020
Q4 | $800K | Hold |
11,950
| – | – | ﹤0.01% | 508 |
|
|
2020
Q3 | $751K | Hold |
11,950
| – | – | ﹤0.01% | 491 |
|
|
2020
Q2 | $681K | Buy |
+11,950
| New | +$681K | ﹤0.01% | 469 |
|