Berkshire Bank’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,478
| Closed | -$204K | – | 133 |
|
|
2021
Q3 | $204K | Hold |
2,478
| – | – | 0.05% | 122 |
|
|
2021
Q2 | $202K | Buy |
+2,478
| New | +$202K | 0.05% | 125 |
|
|
2021
Q1 | – | Sell |
-5,136
| Closed | -$347K | – | 125 |
|
|
2020
Q4 | $347K | Sell |
5,136
-264
| -5% | -$17.8K | 0.09% | 110 |
|
|
2020
Q3 | $337K | Buy |
+5,400
| New | +$337K | 0.09% | 112 |
|