Bank of the West’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $286K | Sell |
3,650
-157
| -4% | -$12.3K | 0.03% | 200 |
|
|
2022
Q3 | $243K | Buy |
3,807
+157
| +4% | +$10K | 0.03% | 201 |
|
|
2022
Q2 | $258K | Sell |
3,650
-81
| -2% | -$5.73K | 0.03% | 203 |
|
|
2022
Q1 | $287K | Sell |
3,731
-1,192
| -24% | -$91.7K | 0.03% | 197 |
|
|
2021
Q4 | $429K | Hold |
4,923
| – | – | 0.04% | 184 |
|
|
2021
Q3 | $405K | Sell |
4,923
-381
| -7% | -$31.3K | 0.04% | 180 |
|
|
2021
Q2 | $433K | Sell |
5,304
-250
| -5% | -$20.4K | 0.04% | 178 |
|
|
2021
Q1 | $380K | Sell |
5,554
-105
| -2% | -$7.18K | 0.04% | 183 |
|
|
2020
Q4 | $382K | Sell |
5,659
-385
| -6% | -$26K | 0.04% | 174 |
|
|
2020
Q3 | $377K | Sell |
6,044
-1,547
| -20% | -$96.5K | 0.05% | 161 |
|
|
2020
Q2 | $432K | Buy |
+7,591
| New | +$432K | 0.06% | 175 |
|