CFM
Catalyst Funds Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,280
| Closed | -$545K | – | 642 |
|
|
2025
Q1 | $545K | Buy |
+5,280
| New | +$545K | 0.14% | 174 |
|
|
2024
Q3 | – | Sell |
-5,200
| Closed | -$501K | – | 1530 |
|
|
2024
Q2 | $501K | Buy |
5,200
+3,800
| +271% | +$366K | 0.13% | 101 |
|
|
2024
Q1 | $139K | Buy |
+1,400
| New | +$139K | 0.04% | 334 |
|