Column Capital Advisors’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 | $16.6K | Hold |
207
| – | – | ﹤0.01% | 457 |
|
|
2023
Q2 | $18.4K | Hold |
207
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $17.5K | Sell |
207
-9
| -4% | -$760 | ﹤0.01% | 469 |
|
|
2022
Q4 | $16.9K | Hold |
216
| – | – | ﹤0.01% | 445 |
|
|
2022
Q3 | $14K | Hold |
216
| – | – | ﹤0.01% | 424 |
|
|
2022
Q2 | $15K | Hold |
216
| – | – | ﹤0.01% | 421 |
|
|
2022
Q1 | $17K | Buy |
216
+139
| +181% | +$10.9K | ﹤0.01% | 428 |
|
|
2021
Q4 | $7K | Buy |
77
+57
| +285% | +$5.18K | ﹤0.01% | 550 |
|
|
2021
Q3 | $2K | Sell |
20
-2
| -9% | -$200 | ﹤0.01% | 638 |
|
|
2021
Q2 | $2K | Sell |
22
-4
| -15% | -$364 | ﹤0.01% | 639 |
|
|
2021
Q1 | $2K | Buy |
26
+9
| +53% | +$692 | ﹤0.01% | 625 |
|
|
2020
Q4 | $1K | Hold |
17
| – | – | ﹤0.01% | 665 |
|
|
2020
Q3 | $1K | Sell |
17
-3
| -15% | -$176 | ﹤0.01% | 653 |
|
|
2020
Q2 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 771 |
|