Douglass Winthrop Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,075
| Closed | -$217K | – | 254 |
|
|
2022
Q2 | $217K | Sell |
3,075
-684
| -18% | -$48.3K | 0.01% | 241 |
|
|
2022
Q1 | $289K | Hold |
3,759
| – | – | 0.01% | 231 |
|
|
2021
Q4 | $327K | Sell |
3,759
-350
| -9% | -$30.4K | 0.01% | 228 |
|
|
2021
Q3 | $338K | Sell |
4,109
-189
| -4% | -$15.5K | 0.01% | 227 |
|
|
2021
Q2 | $351K | Buy |
4,298
+466
| +12% | +$38.1K | 0.01% | 229 |
|
|
2021
Q1 | $262K | Sell |
3,832
-10
| -0.3% | -$684 | 0.01% | 243 |
|
|
2020
Q4 | $260K | Sell |
3,842
-1,003
| -21% | -$67.9K | 0.01% | 236 |
|
|
2020
Q3 | $302K | Buy |
4,845
+716
| +17% | +$44.6K | 0.01% | 221 |
|
|
2020
Q2 | $235K | Buy |
+4,129
| New | +$235K | 0.01% | 222 |
|