CI
CX Institutional’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Sell |
4,323
-99
| -2% | -$9.8K | 0.01% | 409 |
|
|
2025
Q1 | $456K | Buy |
4,422
+576
| +15% | +$59.4K | 0.02% | 395 |
|
|
2024
Q4 | $356K | Buy |
3,846
+97
| +3% | +$8.99K | 0.01% | 408 |
|
|
2024
Q3 | $390K | Buy |
3,749
+47
| +1% | +$4.89K | 0.02% | 416 |
|
|
2024
Q2 | $356K | Sell |
3,702
-24
| -0.6% | -$2.31K | 0.02% | 422 |
|
|
2024
Q1 | $370K | Sell |
3,726
-41
| -1% | -$4.07K | 0.02% | 412 |
|
|
2023
Q4 | $337K | Sell |
3,767
-139
| -4% | -$12.4K | 0.02% | 381 |
|
|
2023
Q3 | $314K | Sell |
3,906
-544
| -12% | -$43.7K | 0.02% | 391 |
|
|
2023
Q2 | $396K | Buy |
4,450
+135
| +3% | +$12K | 0.02% | 379 |
|
|
2023
Q1 | $364K | Buy |
4,315
+246
| +6% | +$20.7K | 0.02% | 384 |
|
|
2022
Q4 | $319K | Buy |
+4,069
| New | +$319K | 0.02% | 423 |
|
|
2022
Q3 | – | Sell |
-2,356
| Closed | -$167K | – | 939 |
|
|
2022
Q2 | $167K | Sell |
2,356
-348
| -13% | -$24.7K | 0.01% | 461 |
|
|
2022
Q1 | $208K | Buy |
2,704
+156
| +6% | +$12K | 0.02% | 353 |
|
|
2021
Q4 | $222K | Buy |
2,548
+116
| +5% | +$10.1K | 0.02% | 317 |
|
|
2021
Q3 | $200K | Buy |
2,432
+62
| +3% | +$5.1K | 0.02% | 353 |
|
|
2021
Q2 | $194K | Buy |
2,370
+211
| +10% | +$17.3K | 0.02% | 339 |
|
|
2021
Q1 | $148K | Sell |
2,159
-731
| -25% | -$50.1K | 0.01% | 338 |
|
|
2020
Q4 | $195K | Buy |
2,890
+232
| +9% | +$15.7K | 0.02% | 292 |
|
|
2020
Q3 | $166K | Sell |
2,658
-5
| -0.2% | -$312 | 0.02% | 272 |
|
|
2020
Q2 | $151K | Buy |
+2,663
| New | +$151K | 0.02% | 260 |
|