Connable Office Inc’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $479K | Buy |
+4,842
| New | +$479K | 0.05% | 150 |
|
2022
Q2 | – | Sell |
-21,503
| Closed | -$1.66M | – | 222 |
|
2022
Q1 | $1.66M | Buy |
21,503
+175
| +0.8% | +$13.5K | 0.22% | 76 |
|
2021
Q4 | $1.86M | Sell |
21,328
-603
| -3% | -$52.5K | 0.24% | 82 |
|
2021
Q3 | $1.8M | Sell |
21,931
-177
| -0.8% | -$14.6K | 0.26% | 75 |
|
2021
Q2 | $1.81M | Buy |
22,108
+108
| +0.5% | +$8.83K | 0.25% | 78 |
|
2021
Q1 | $1.51M | Hold |
22,000
| – | – | 0.22% | 81 |
|
2020
Q4 | $1.49M | Hold |
22,000
| – | – | 0.23% | 78 |
|
2020
Q3 | $1.37M | Sell |
22,000
-38
| -0.2% | -$2.37K | 0.26% | 68 |
|
2020
Q2 | $1.25M | Buy |
+22,038
| New | +$1.25M | 0.25% | 73 |
|