Cutter & Co Brokerage’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,639
| Closed | -$203K | – | 238 |
|
|
2022
Q1 | $203K | Sell |
2,639
-2,444
| -48% | -$188K | 0.06% | 211 |
|
|
2021
Q4 | $443K | Buy |
5,083
+315
| +7% | +$27.5K | 0.12% | 142 |
|
|
2021
Q3 | $392K | Buy |
4,768
+59
| +1% | +$4.85K | 0.09% | 184 |
|
|
2021
Q2 | $385K | Buy |
4,709
+624
| +15% | +$51K | 0.09% | 185 |
|
|
2021
Q1 | $280K | Buy |
4,085
+866
| +27% | +$59.4K | 0.07% | 222 |
|
|
2020
Q4 | $217K | Buy |
+3,219
| New | +$217K | 0.06% | 237 |
|