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