Ergoteles’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,922
| Closed | -$527K | – | 600 |
|
|
2023
Q2 | $527K | Buy |
+5,922
| New | +$527K | 0.03% | 630 |
|
|
2021
Q1 | – | Sell |
-44,859
| Closed | -$3.03M | – | 990 |
|
|
2020
Q4 | $3.03M | Buy |
44,859
+38,059
| +560% | +$2.57M | 0.1% | 200 |
|
|
2020
Q3 | $424K | Buy |
+6,800
| New | +$424K | 0.06% | 268 |
|