Breiter Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $234K | Hold |
3,041
| – | – | 0.12% | 124 |
|
|
2021
Q4 | $265K | Hold |
3,041
| – | – | 0.13% | 117 |
|
|
2021
Q3 | $250K | Hold |
3,041
| – | – | 0.14% | 123 |
|
|
2021
Q2 | $249K | Buy |
+3,041
| New | +$249K | 0.13% | 129 |
|
|
2021
Q1 | – | Sell |
-3,041
| Closed | -$205K | – | 100 |
|
|
2020
Q4 | $205K | Buy |
+3,041
| New | +$205K | 0.14% | 122 |
|