Davidson Trust Company’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 |
-2,850
| Closed | -$219K | – | 121 |
|
|
2022
Q1 | $219K | Sell |
2,850
-360
| -11% | -$27.7K | 0.16% | 118 |
|
|
2021
Q4 | $279K | Buy |
3,210
+550
| +21% | +$47.8K | 0.19% | 109 |
|
|
2021
Q3 | $219K | Sell |
2,660
-141
| -5% | -$11.6K | 0.17% | 121 |
|
|
2021
Q2 | $229K | Buy |
+2,801
| New | +$229K | 0.18% | 106 |
|
|
2021
Q1 | – | Sell |
-2,998
| Closed | -$201K | – | 122 |
|
|
2020
Q4 | $201K | Sell |
2,998
-652
| -18% | -$43.7K | 0.17% | 115 |
|
|
2020
Q3 | $227K | Sell |
3,650
-322
| -8% | -$20K | 0.21% | 105 |
|
|
2020
Q2 | $224K | Buy |
+3,972
| New | +$224K | 0.22% | 101 |
|