Calamos Wealth Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,202
| Closed | -$257K | – | 332 |
|
|
2023
Q3 | $257K | Buy |
3,202
+283
| +10% | +$22.7K | 0.02% | 274 |
|
|
2023
Q2 | $260K | Buy |
2,919
+5
| +0.2% | +$445 | 0.02% | 272 |
|
|
2023
Q1 | $246K | Sell |
2,914
-11
| -0.4% | -$928 | 0.02% | 277 |
|
|
2022
Q4 | $229K | Buy |
+2,925
| New | +$229K | 0.02% | 286 |
|
|
2022
Q3 | – | Sell |
-2,873
| Closed | -$203K | – | 326 |
|
|
2022
Q2 | $203K | Sell |
2,873
-158
| -5% | -$11.2K | 0.02% | 302 |
|
|
2022
Q1 | $233K | Buy |
3,031
+153
| +5% | +$11.8K | 0.02% | 309 |
|
|
2021
Q4 | $251K | Buy |
2,878
+47
| +2% | +$4.1K | 0.02% | 300 |
|
|
2021
Q3 | $233K | Hold |
2,831
| – | – | 0.02% | 299 |
|
|
2021
Q2 | $231K | Buy |
+2,831
| New | +$231K | 0.02% | 303 |
|