Antonetti Capital Management’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 | $26.1K | Hold |
325
| – | – | 0.04% | 135 |
|
|
2023
Q2 | $28.9K | Hold |
325
| – | – | 0.04% | 135 |
|
|
2023
Q1 | $27.4K | Hold |
325
| – | – | 0.04% | 146 |
|
|
2022
Q4 | $25.5K | Hold |
325
| – | – | 0.03% | 154 |
|
|
2022
Q3 | $21K | Hold |
325
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $23K | Hold |
325
| – | – | 0.02% | 163 |
|
|
2022
Q1 | $25K | Hold |
325
| – | – | 0.02% | 185 |
|
|
2021
Q4 | $28K | Sell |
325
-50
| -13% | -$4.31K | 0.02% | 216 |
|
|
2021
Q3 | $31K | Buy |
+375
| New | +$31K | 0.03% | 206 |
|