Desjardins Global Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.9M | Buy |
21,194
+36
| +0.2% | +$3.22K | 0.2% | 122 |
|
|
2023
Q3 | $1.7M | Sell |
21,158
-371
| -2% | -$29.8K | 0.19% | 126 |
|
|
2023
Q2 | $1.92M | Sell |
21,529
-1,883
| -8% | -$168K | 0.22% | 101 |
|
|
2023
Q1 | $1.98M | Buy |
23,412
+2,430
| +12% | +$205K | 0.25% | 84 |
|
|
2022
Q4 | $1.64M | Sell |
20,982
-1,346
| -6% | -$105K | 0.26% | 83 |
|
|
2022
Q3 | $1.43M | Sell |
22,328
-3,661
| -14% | -$234K | 0.18% | 118 |
|
|
2022
Q2 | $1.84M | Sell |
25,989
-2,003
| -7% | -$142K | 0.24% | 93 |
|
|
2022
Q1 | $2.15M | Buy |
27,992
+4,125
| +17% | +$317K | 0.19% | 122 |
|
|
2021
Q4 | $2.08M | Buy |
+23,867
| New | +$2.08M | 0.18% | 139 |
|