Eudaimonia Partners’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 |
-3,285
| Closed | -$232K | – | 396 |
|
2022
Q2 | $232K | Buy |
3,285
+44
| +1% | +$3.11K | 0.04% | 341 |
|
2022
Q1 | $249K | Buy |
+3,241
| New | +$249K | 0.04% | 343 |
|
2021
Q3 | $268K | Buy |
3,253
+714
| +28% | +$58.8K | 0.05% | 321 |
|
2021
Q2 | $208K | Sell |
2,539
-77
| -3% | -$6.31K | 0.04% | 366 |
|
2021
Q1 | $179K | Sell |
2,616
-5,940
| -69% | -$406K | 0.04% | 362 |
|
2020
Q4 | $578K | Buy |
8,556
+468
| +6% | +$31.6K | 0.13% | 172 |
|
2020
Q3 | $505K | Buy |
8,088
+4,962
| +159% | +$310K | 0.13% | 168 |
|
2020
Q2 | $178K | Buy |
+3,126
| New | +$178K | 0.07% | 251 |
|