Corient Capital Partners’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 | $1.68M | Buy |
23,775
+2,518
| +12% | +$178K | 0.13% | 147 |
|
|
2022
Q2 | $1.5M | Sell |
21,257
-27
| -0.1% | -$1.91K | 0.11% | 164 |
|
|
2022
Q1 | $1.64M | Buy |
21,284
+5,005
| +31% | +$385K | 0.11% | 169 |
|
|
2021
Q4 | $1.42M | Buy |
16,279
+9,667
| +146% | +$841K | 0.09% | 192 |
|
|
2021
Q3 | $544K | Buy |
6,612
+271
| +4% | +$22.3K | 0.04% | 338 |
|
|
2021
Q2 | $519K | Buy |
6,341
+508
| +9% | +$41.6K | 0.04% | 352 |
|
|
2021
Q1 | $399K | Buy |
5,833
+428
| +8% | +$29.3K | 0.03% | 368 |
|
|
2020
Q4 | $365K | Sell |
5,405
-131
| -2% | -$8.85K | 0.04% | 336 |
|
|
2020
Q3 | $345K | Sell |
5,536
-185
| -3% | -$11.5K | 0.04% | 312 |
|
|
2020
Q2 | $326K | Buy |
+5,721
| New | +$326K | 0.04% | 320 |
|