AFA
Abacus FCF Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,346
| Closed | -$1.92M | – | 177 |
|
|
2024
Q1 | $1.92M | Buy |
+19,346
| New | +$1.92M | 0.48% | 69 |
|
|
2023
Q4 | – | Sell |
-9,036
| Closed | -$726K | – | 184 |
|
|
2023
Q3 | $726K | Sell |
9,036
-1,502
| -14% | -$121K | 0.39% | 98 |
|
|
2023
Q2 | $938K | Sell |
10,538
-6,947
| -40% | -$618K | 0.47% | 83 |
|
|
2023
Q1 | $1.48M | Buy |
17,485
+2,280
| +15% | +$192K | 0.79% | 41 |
|
|
2022
Q4 | $1.19M | Buy |
15,205
+337
| +2% | +$26.4K | 0.78% | 40 |
|
|
2022
Q3 | $948K | Sell |
14,868
-2,920
| -16% | -$186K | 0.65% | 53 |
|
|
2022
Q2 | $1.26M | Sell |
17,788
-726
| -4% | -$51.3K | 0.77% | 45 |
|
|
2022
Q1 | $1.43M | Buy |
18,514
+478
| +3% | +$36.8K | 0.48% | 76 |
|
|
2021
Q4 | $1.57M | Hold |
18,036
| – | – | 0.77% | 47 |
|
|
2021
Q3 | $1.53M | Hold |
18,036
| – | – | 0.74% | 48 |
|
|
2021
Q2 | $1.47M | Buy |
+18,036
| New | +$1.47M | 0.75% | 44 |
|