Capitolis Advisors’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 | – | Sell |
-16,051
| Closed | -$1.4M | – | 393 |
|
|
2021
Q4 | $1.4M | Hold |
16,051
| – | – | 0.01% | 450 |
|
|
2021
Q3 | $1.34M | Sell |
16,051
-7,668
| -32% | -$639K | 0.01% | 318 |
|
|
2021
Q2 | $1.94M | Hold |
23,719
| – | – | 0.02% | 270 |
|
|
2021
Q1 | $1.62M | Hold |
23,719
| – | – | 0.03% | 266 |
|
|
2020
Q4 | $1.6M | Buy |
+23,719
| New | +$1.6M | 0.03% | 348 |
|