American Research & Management Company’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $53K | Hold |
825
| – | – | 0.01% | 189 |
|
|
2022
Q2 | $58K | Hold |
825
| – | – | 0.01% | 191 |
|
|
2022
Q1 | $63K | Sell |
825
-12
| -1% | -$916 | 0.01% | 196 |
|
|
2021
Q4 | $73K | Buy |
837
+12
| +1% | +$1.05K | 0.02% | 193 |
|
|
2021
Q3 | $68K | Sell |
825
-74
| -8% | -$6.1K | 0.02% | 189 |
|
|
2021
Q2 | $74K | Buy |
899
+175
| +24% | +$14.4K | 0.02% | 192 |
|
|
2021
Q1 | $50K | Sell |
724
-282
| -28% | -$19.5K | 0.01% | 198 |
|
|
2020
Q4 | $68K | Hold |
1,006
| – | – | 0.02% | 188 |
|
|
2020
Q3 | $63K | Sell |
1,006
-222
| -18% | -$13.9K | 0.02% | 175 |
|
|
2020
Q2 | $70K | Buy |
+1,228
| New | +$70K | 0.02% | 168 |
|