Clear Harbor Asset Management’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 |
-2,387
| Closed | -$208K | – | 420 |
|
|
2021
Q4 | $208K | Buy |
+2,387
| New | +$208K | 0.02% | 341 |
|
|
2021
Q2 | – | Sell |
-3,294
| Closed | -$225K | – | 371 |
|
|
2021
Q1 | $225K | Sell |
3,294
-10
| -0.3% | -$683 | 0.03% | 296 |
|
|
2020
Q4 | $223K | Sell |
3,304
-14
| -0.4% | -$945 | 0.03% | 258 |
|
|
2020
Q3 | $207K | Sell |
3,318
-460
| -12% | -$28.7K | 0.04% | 242 |
|
|
2020
Q2 | $215K | Buy |
+3,778
| New | +$215K | 0.04% | 232 |
|