Ativo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-5,864
| Closed | -$480K | – | 134 |
|
|
2021
Q2 | $480K | Sell |
5,864
-280
| -5% | -$22.9K | 0.2% | 117 |
|
|
2021
Q1 | $421K | Sell |
6,144
-3,084
| -33% | -$211K | 0.18% | 119 |
|
|
2020
Q4 | $623K | Buy |
9,228
+875
| +10% | +$59.1K | 0.27% | 109 |
|
|
2020
Q3 | $521K | Buy |
8,353
+790
| +10% | +$49.3K | 0.25% | 103 |
|
|
2020
Q2 | $430K | Buy |
+7,563
| New | +$430K | 0.23% | 96 |
|