ALAM
Asahi Life Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,300
| Closed | -$383K | – | 223 |
|
|
2023
Q2 | $383K | Buy |
+4,300
| New | +$383K | 0.13% | 89 |
|
|
2022
Q1 | – | Sell |
-5,230
| Closed | -$455K | – | 240 |
|
|
2021
Q4 | $455K | Buy |
5,230
+2,500
| +92% | +$217K | 0.06% | 107 |
|
|
2021
Q3 | $225K | Buy |
+2,730
| New | +$225K | 0.03% | 169 |
|
|
2020
Q3 | – | Sell |
-6,900
| Closed | -$392K | – | 269 |
|
|
2020
Q2 | $392K | Buy |
+6,900
| New | +$392K | 0.06% | 90 |
|