Advisor Partners II’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.16M | Buy |
14,499
+735
| +5% | +$59K | 0.05% | 426 |
|
|
2023
Q2 | $1.23M | Buy |
13,764
+563
| +4% | +$50.1K | 0.06% | 337 |
|
|
2023
Q1 | $1.11M | Buy |
13,201
+1,431
| +12% | +$121K | 0.06% | 324 |
|
|
2022
Q4 | $922K | Buy |
11,770
+608
| +5% | +$47.6K | 0.06% | 344 |
|
|
2022
Q3 | $712K | Buy |
+11,162
| New | +$712K | 0.05% | 355 |
|