Bailard’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.95M | Buy |
+19,673
| New | +$1.95M | 0.05% | 245 |
|
|
2023
Q2 | – | Sell |
-2,497
| Closed | -$211K | – | 757 |
|
|
2023
Q1 | $211K | Buy |
+2,497
| New | +$211K | 0.01% | 634 |
|
|
2022
Q3 | – | Sell |
-2,985
| Closed | -$211K | – | 734 |
|
|
2022
Q2 | $211K | Sell |
2,985
-255
| -8% | -$18K | 0.01% | 601 |
|
|
2022
Q1 | $249K | Sell |
3,240
-40
| -1% | -$3.07K | 0.01% | 608 |
|
|
2021
Q4 | $286K | Sell |
3,280
-122
| -4% | -$10.6K | 0.01% | 552 |
|
|
2021
Q3 | $280K | Buy |
3,402
+216
| +7% | +$17.8K | 0.01% | 552 |
|
|
2021
Q2 | $261K | Hold |
3,186
| – | – | 0.01% | 587 |
|
|
2021
Q1 | $218K | Sell |
3,186
-225
| -7% | -$15.4K | 0.01% | 638 |
|
|
2020
Q4 | $230K | Sell |
3,411
-442
| -11% | -$29.8K | 0.01% | 516 |
|
|
2020
Q3 | $241K | Sell |
3,853
-237
| -6% | -$14.8K | 0.01% | 425 |
|
|
2020
Q2 | $233K | Buy |
+4,090
| New | +$233K | 0.01% | 410 |
|