BP’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-9,487
| Closed | -$775K | – | 381 |
|
2021
Q2 | $775K | Sell |
9,487
-4,852
| -34% | -$396K | 0.03% | 291 |
|
2021
Q1 | $982K | Hold |
14,339
| – | – | 0.03% | 306 |
|
2020
Q4 | $968K | Sell |
14,339
-16,812
| -54% | -$1.13M | 0.03% | 333 |
|
2020
Q3 | $1.94M | Sell |
31,151
-10,249
| -25% | -$639K | 0.05% | 300 |
|
2020
Q2 | $2.35M | Buy |
+41,400
| New | +$2.35M | 0.09% | 245 |
|