Carmichael Hill & Associates’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $208K | Sell |
2,002
-253
| -11% | -$26.3K | 0.07% | 169 |
|
|
2024
Q2 | $217K | Buy |
2,255
+448
| +25% | +$43.1K | 0.09% | 153 |
|
|
2024
Q1 | $179K | Sell |
1,807
-50
| -3% | -$4.96K | 0.07% | 179 |
|
|
2023
Q4 | $166K | Sell |
1,857
-74
| -4% | -$6.62K | 0.07% | 175 |
|
|
2023
Q3 | $155K | Hold |
1,931
| – | – | 0.07% | 171 |
|
|
2023
Q2 | $172K | Hold |
1,931
| – | – | 0.08% | 164 |
|
|
2023
Q1 | $163K | Sell |
1,931
-150
| -7% | -$12.7K | 0.08% | 169 |
|
|
2022
Q4 | $163K | Sell |
2,081
-227
| -10% | -$17.8K | 0.08% | 162 |
|
|
2022
Q3 | $147K | Buy |
2,308
+1
| +0% | +$64 | 0.08% | 164 |
|
|
2022
Q2 | $163K | Hold |
2,307
| – | – | 0.09% | 160 |
|
|
2022
Q1 | $178K | Hold |
2,307
| – | – | 0.08% | 162 |
|
|
2021
Q4 | $201K | Sell |
2,307
-112
| -5% | -$9.76K | 0.09% | 147 |
|
|
2021
Q3 | $199K | Hold |
2,419
| – | – | 0.1% | 140 |
|
|
2021
Q2 | $198K | Sell |
2,419
-200
| -8% | -$16.4K | 0.1% | 141 |
|
|
2021
Q1 | $179K | Sell |
2,619
-65
| -2% | -$4.44K | 0.1% | 142 |
|
|
2020
Q4 | $181K | Hold |
2,684
| – | – | 0.11% | 140 |
|
|
2020
Q3 | $168K | Buy |
2,684
+62
| +2% | +$3.88K | 0.11% | 131 |
|
|
2020
Q2 | $149K | Buy |
+2,622
| New | +$149K | 0.11% | 137 |
|