BAM
Barrett Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-37
| Closed | -$3K | – | 633 |
|
|
2021
Q3 | $3K | Hold |
37
| – | – | ﹤0.01% | 469 |
|
|
2021
Q2 | $3K | Sell |
37
-123
| -77% | -$9.97K | ﹤0.01% | 448 |
|
|
2021
Q1 | $11K | Buy |
160
+93
| +139% | +$6.39K | ﹤0.01% | 380 |
|
|
2020
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 374 |
|
|
2020
Q3 | $4K | Sell |
67
-274
| -80% | -$16.4K | ﹤0.01% | 360 |
|
|
2020
Q2 | $19K | Buy |
+341
| New | +$19K | ﹤0.01% | 309 |
|