EARNEST Partners’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 | – | Sell |
-196
| Closed | -$15.7K | – | 857 |
|
|
2023
Q3 | $15.7K | Hold |
196
| – | – | ﹤0.01% | 542 |
|
|
2023
Q2 | $17.4K | Hold |
196
| – | – | ﹤0.01% | 515 |
|
|
2023
Q1 | $16.5K | Hold |
196
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $15.3K | Hold |
196
| – | – | ﹤0.01% | 526 |
|
|
2022
Q3 | $13K | Hold |
196
| – | – | ﹤0.01% | 534 |
|
|
2022
Q2 | $14K | Hold |
196
| – | – | ﹤0.01% | 531 |
|
|
2022
Q1 | $15K | Hold |
196
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $17K | Buy |
196
+168
| +600% | +$14.6K | ﹤0.01% | 544 |
|
|
2021
Q3 | $2K | Hold |
28
| – | – | ﹤0.01% | 1040 |
|
|
2021
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 1048 |
|
|
2021
Q1 | $2K | Hold |
28
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q4 | $2K | Hold |
28
| – | – | ﹤0.01% | 1030 |
|
|
2020
Q3 | $2K | Sell |
28
-318
| -92% | -$22.7K | ﹤0.01% | 977 |
|
|
2020
Q2 | $20K | Buy |
+346
| New | +$20K | ﹤0.01% | 404 |
|