BTR 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
Q3 | $1.11M | Sell |
17,321
-1,336
| -7% | -$85.2K | 0.17% | 70 |
|
|
2022
Q2 | $1.32M | Sell |
18,657
-10,177
| -35% | -$719K | 0.19% | 66 |
|
|
2022
Q1 | $2.22M | Sell |
28,834
-915
| -3% | -$70.4K | 0.27% | 56 |
|
|
2021
Q4 | $2.59M | Buy |
29,749
+2,447
| +9% | +$213K | 0.29% | 56 |
|
|
2021
Q3 | $2.25M | Sell |
27,302
-240
| -0.9% | -$19.7K | 0.28% | 55 |
|
|
2021
Q2 | $2.25M | Buy |
27,542
+2,317
| +9% | +$189K | 0.28% | 55 |
|
|
2021
Q1 | $1.73M | Buy |
25,225
+5,337
| +27% | +$365K | 0.25% | 62 |
|
|
2020
Q4 | $1.34M | Sell |
19,888
-355
| -2% | -$24K | 0.21% | 70 |
|
|
2020
Q3 | $1.26M | Sell |
20,243
-674
| -3% | -$42.1K | 0.22% | 65 |
|
|
2020
Q2 | $1.19M | Buy |
+20,917
| New | +$1.19M | 0.22% | 68 |
|