Advisor Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $721K | Buy |
10,206
+508
| +5% | +$35.9K | 0.05% | 378 |
|
|
2022
Q1 | $746K | Sell |
9,698
-1,239
| -11% | -$95.3K | 0.05% | 391 |
|
|
2021
Q4 | $953K | Buy |
10,937
+623
| +6% | +$54.3K | 0.06% | 315 |
|
|
2021
Q3 | $849K | Sell |
10,314
-21
| -0.2% | -$1.73K | 0.06% | 319 |
|
|
2021
Q2 | $845K | Sell |
10,335
-850
| -8% | -$69.5K | 0.06% | 335 |
|
|
2021
Q1 | $766K | Sell |
11,185
-768
| -6% | -$52.6K | 0.05% | 354 |
|
|
2020
Q4 | $807K | Buy |
11,953
+1,120
| +10% | +$75.6K | 0.06% | 308 |
|
|
2020
Q3 | $676K | Sell |
10,833
-539
| -5% | -$33.6K | 0.06% | 308 |
|
|
2020
Q2 | $647K | Buy |
+11,372
| New | +$647K | 0.06% | 300 |
|