Cumberland Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-20,290
| Closed | -$1.39M | – | 190 |
|
|
2021
Q1 | $1.39M | Sell |
20,290
-367
| -2% | -$25.1K | 0.11% | 109 |
|
|
2020
Q4 | $1.4M | Buy |
20,657
+1,741
| +9% | +$118K | 0.13% | 104 |
|
|
2020
Q3 | $1.18M | Buy |
18,916
+275
| +1% | +$17.2K | 0.12% | 91 |
|
|
2020
Q2 | $1.06M | Buy |
+18,641
| New | +$1.06M | 0.11% | 107 |
|