Bellecapital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,624
| Closed | -$273K | – | 170 |
|
|
2024
Q3 | $273K | Hold |
2,624
| – | – | 0.05% | 125 |
|
|
2024
Q2 | $253K | Hold |
2,624
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $260K | Hold |
2,624
| – | – | 0.06% | 136 |
|
|
2023
Q4 | $235K | Hold |
2,624
| – | – | 0.05% | 139 |
|
|
2023
Q3 | $211K | Hold |
2,624
| – | – | 0.05% | 152 |
|
|
2023
Q2 | $234K | Hold |
2,624
| – | – | 0.06% | 150 |
|
|
2023
Q1 | $221K | Hold |
2,624
| – | – | 0.06% | 181 |
|
|
2022
Q4 | $205K | Buy |
+2,624
| New | +$205K | 0.06% | 183 |
|
|
2022
Q2 | – | Sell |
-2,624
| Closed | -$202K | – | 215 |
|
|
2022
Q1 | $202K | Sell |
2,624
-4,128
| -61% | -$318K | 0.06% | 195 |
|
|
2021
Q4 | $588K | Sell |
6,752
-1,484
| -18% | -$129K | 0.17% | 102 |
|
|
2021
Q3 | $678K | Hold |
8,236
| – | – | 0.21% | 93 |
|
|
2021
Q2 | $673K | Buy |
+8,236
| New | +$673K | 0.2% | 92 |
|