AGF Investments LLC’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 | – | Sell |
-10,722
| Closed | -$825K | – | 451 |
|
|
2022
Q1 | $825K | Buy |
10,722
+1,042
| +11% | +$80.2K | 0.07% | 176 |
|
|
2021
Q4 | $843K | Buy |
9,680
+2,924
| +43% | +$255K | 0.07% | 123 |
|
|
2021
Q3 | $556K | Sell |
6,756
-1,071
| -14% | -$88.1K | 0.05% | 212 |
|
|
2021
Q2 | $640K | Buy |
+7,827
| New | +$640K | 0.07% | 107 |
|