Campbell Newman Asset Management’s Otis Worldwide OTIS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-6,152
Closed -$416K 123
2020
Q4
$416K Sell
6,152
-2,800
-31% -$189K 0.05% 111
2020
Q3
$559K Hold
8,952
0.07% 99
2020
Q2
$509K Buy
+8,952
New +$509K 0.07% 97