AUA 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
Q1 | – | Sell |
-718
| Closed | -$56.2K | – | 263 |
|
|
2022
Q4 | $56.2K | Hold |
718
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $46K | Sell |
718
-182
| -20% | -$11.7K | 0.03% | 136 |
|
|
2022
Q2 | $64K | Hold |
900
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $69K | Hold |
900
| – | – | 0.04% | 137 |
|
|
2021
Q4 | $78K | Hold |
900
| – | – | 0.05% | 123 |
|
|
2021
Q3 | $74K | Hold |
900
| – | – | 0.05% | 119 |
|
|
2021
Q2 | $74K | Sell |
900
-125
| -12% | -$10.3K | 0.05% | 121 |
|
|
2021
Q1 | $70K | Hold |
1,025
| – | – | 0.05% | 120 |
|
|
2020
Q4 | $69K | Hold |
1,025
| – | – | 0.05% | 119 |
|
|
2020
Q3 | $64K | Buy |
1,025
+125
| +14% | +$7.81K | 0.05% | 115 |
|
|
2020
Q2 | $51K | Buy |
+900
| New | +$51K | 0.05% | 107 |
|