CPWM LLC’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,539
| Closed | -$291K | – | 365 |
|
|
2021
Q4 | $291K | Hold |
3,539
| – | – | 0.02% | 283 |
|
|
2021
Q3 | $291K | Hold |
3,539
| – | – | 0.03% | 235 |
|
|
2021
Q2 | $289K | Sell |
3,539
-171
| -5% | -$14K | 0.02% | 249 |
|
|
2021
Q1 | $254K | Buy |
3,710
+131
| +4% | +$8.97K | 0.02% | 287 |
|
|
2020
Q4 | $242K | Buy |
3,579
+16
| +0.4% | +$1.08K | 0.02% | 274 |
|
|
2020
Q3 | $222K | Sell |
3,563
-18
| -0.5% | -$1.12K | 0.02% | 252 |
|
|
2020
Q2 | $204K | Buy |
+3,581
| New | +$204K | 0.02% | 251 |
|