Cutler Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-400
| Closed | -$35K | – | 1533 |
|
|
2023
Q4 | $35K | Buy |
+400
| New | +$35K | ﹤0.01% | 740 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1818 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 1794 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 1975 |
|
|
2022
Q4 | – | Sell |
-253
| Closed | -$16K | – | 2174 |
|
|
2022
Q3 | $16K | Sell |
253
-309
| -55% | -$19.5K | ﹤0.01% | 1241 |
|
|
2022
Q2 | $39K | Buy |
562
+31
| +6% | +$2.15K | ﹤0.01% | 959 |
|
|
2022
Q1 | $40K | Buy |
+531
| New | +$40K | ﹤0.01% | 1124 |
|
|
2021
Q4 | – | Sell |
-1,708
| Closed | -$140K | – | 2453 |
|
|
2021
Q3 | $140K | Buy |
+1,708
| New | +$140K | 0.01% | 822 |
|
|
2021
Q2 | – | Sell |
-124
| Closed | -$8K | – | 2554 |
|
|
2021
Q1 | $8K | Buy |
+124
| New | +$8K | ﹤0.01% | 1682 |
|
|
2020
Q4 | – | Sell |
-24
| Closed | -$1K | – | 2217 |
|
|
2020
Q3 | $1K | Sell |
24
-1,830
| -99% | -$76.3K | ﹤0.01% | 1606 |
|
|
2020
Q2 | $105K | Buy |
+1,854
| New | +$105K | 0.01% | 631 |
|