Arcadia Investment Management’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 |
-37
| Closed | -$3K | – | 295 |
|
2022
Q1 | $3K | Sell |
37
-180
| -83% | -$14.6K | ﹤0.01% | 273 |
|
2021
Q4 | $19K | Buy |
+217
| New | +$19K | ﹤0.01% | 245 |
|
2021
Q2 | – | Sell |
-250
| Closed | -$17K | – | 308 |
|
2021
Q1 | $17K | Hold |
250
| – | – | ﹤0.01% | 249 |
|
2020
Q4 | $17K | Hold |
250
| – | – | ﹤0.01% | 227 |
|
2020
Q3 | $16K | Hold |
250
| – | – | ﹤0.01% | 245 |
|
2020
Q2 | $14K | Buy |
+250
| New | +$14K | ﹤0.01% | 240 |
|