Collective Family Office’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,255
| Closed | -$301K | – | 192 |
|
|
2022
Q2 | $301K | Buy |
4,255
+16
| +0.4% | +$1.13K | 0.13% | 149 |
|
|
2022
Q1 | $326K | Sell |
4,239
-9
| -0.2% | -$692 | 0.12% | 148 |
|
|
2021
Q4 | $370K | Sell |
4,248
-471
| -10% | -$41K | 0.15% | 133 |
|
|
2021
Q3 | $388K | Sell |
4,719
-757
| -14% | -$62.2K | 0.17% | 123 |
|
|
2021
Q2 | $448K | Hold |
5,476
| – | – | 0.19% | 116 |
|
|
2021
Q1 | $375K | Buy |
5,476
+407
| +8% | +$27.9K | 0.18% | 126 |
|
|
2020
Q4 | $342K | Buy |
+5,069
| New | +$342K | 0.19% | 120 |
|