Arden Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,426
| Closed | -$374K | – | 283 |
|
|
2023
Q1 | $374K | Sell |
4,426
-1,211
| -21% | -$102K | 0.07% | 214 |
|
|
2022
Q4 | $441K | Sell |
5,637
-4,512
| -44% | -$353K | 0.09% | 184 |
|
|
2022
Q3 | $647K | Sell |
10,149
-220
| -2% | -$14K | 0.16% | 131 |
|
|
2022
Q2 | $733K | Sell |
10,369
-414
| -4% | -$29.3K | 0.17% | 133 |
|
|
2022
Q1 | $830K | Sell |
10,783
-2,585
| -19% | -$199K | 0.16% | 126 |
|
|
2021
Q4 | $1.16M | Sell |
13,368
-1,978
| -13% | -$172K | 0.2% | 114 |
|
|
2021
Q3 | $1.26M | Sell |
15,346
-1,019
| -6% | -$83.8K | 0.22% | 100 |
|
|
2021
Q2 | $1.34M | Sell |
16,365
-333
| -2% | -$27.2K | 0.22% | 95 |
|
|
2021
Q1 | $1.14M | Sell |
16,698
-1,410
| -8% | -$96.5K | 0.19% | 110 |
|
|
2020
Q4 | $1.22M | Sell |
18,108
-687
| -4% | -$46.4K | 0.2% | 102 |
|
|
2020
Q3 | $1.17M | Sell |
18,795
-23
| -0.1% | -$1.44K | 0.21% | 96 |
|
|
2020
Q2 | $1.07M | Buy |
+18,818
| New | +$1.07M | 0.2% | 105 |
|