Colony Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.06M | Sell |
13,188
-57
| -0.4% | -$4.58K | 0.02% | 421 |
|
|
2023
Q2 | $1.18M | Sell |
13,245
-1,304
| -9% | -$116K | 0.02% | 415 |
|
|
2023
Q1 | $1.23M | Sell |
14,549
-3,811
| -21% | -$322K | 0.02% | 405 |
|
|
2022
Q4 | $1.44M | Buy |
18,360
+2,152
| +13% | +$169K | 0.02% | 431 |
|
|
2022
Q3 | $1.03M | Buy |
16,208
+455
| +3% | +$29K | 0.02% | 438 |
|
|
2022
Q2 | $1.11M | Buy |
15,753
+2,946
| +23% | +$208K | 0.02% | 429 |
|
|
2022
Q1 | $985K | Buy |
12,807
+8,076
| +171% | +$621K | 0.01% | 488 |
|
|
2021
Q4 | $412K | Sell |
4,731
-73
| -2% | -$6.36K | 0.01% | 628 |
|
|
2021
Q3 | $395K | Sell |
4,804
-4,038
| -46% | -$332K | 0.01% | 621 |
|
|
2021
Q2 | $723K | Sell |
8,842
-386
| -4% | -$31.6K | 0.01% | 446 |
|
|
2021
Q1 | $632K | Buy |
9,228
+108
| +1% | +$7.4K | 0.01% | 489 |
|
|
2020
Q4 | $616K | Sell |
9,120
-3,048
| -25% | -$206K | 0.01% | 457 |
|
|
2020
Q3 | $760K | Sell |
12,168
-701
| -5% | -$43.8K | 0.02% | 400 |
|
|
2020
Q2 | $732K | Buy |
+12,869
| New | +$732K | 0.02% | 391 |
|