BRCA
Birch Run Capital Advisors’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-31,000
| Closed | -$2.55M | – | 14 |
|
|
2021
Q3 | $2.55M | Hold |
31,000
| – | – | 2.94% | 17 |
|
|
2021
Q2 | $2.54M | Hold |
31,000
| – | – | 2.11% | 17 |
|
|
2021
Q1 | $2.12M | Hold |
31,000
| – | – | 0.81% | 20 |
|
|
2020
Q4 | $2.09M | Hold |
31,000
| – | – | 0.99% | 19 |
|
|
2020
Q3 | $1.94M | Hold |
31,000
| – | – | 1.35% | 16 |
|
|
2020
Q2 | $1.76M | Buy |
+31,000
| New | +$1.76M | 1.14% | 14 |
|