Crawford Investment Counsel’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 |
-2,850
| Closed | -$248K | – | 282 |
|
|
2021
Q4 | $248K | Sell |
2,850
-144
| -5% | -$12.5K | ﹤0.01% | 266 |
|
|
2021
Q3 | $246K | Buy |
2,994
+67
| +2% | +$5.51K | 0.01% | 273 |
|
|
2021
Q2 | $239K | Sell |
2,927
-942
| -24% | -$76.9K | ﹤0.01% | 273 |
|
|
2021
Q1 | $265K | Buy |
3,869
+95
| +3% | +$6.51K | 0.01% | 257 |
|
|
2020
Q4 | $255K | Sell |
3,774
-3,036
| -45% | -$205K | 0.01% | 253 |
|
|
2020
Q3 | $425K | Sell |
6,810
-10,040
| -60% | -$627K | 0.01% | 216 |
|
|
2020
Q2 | $958K | Buy |
+16,850
| New | +$958K | 0.03% | 172 |
|