Exchange Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,122
| Closed | -$1.4M | – | 166 |
|
|
2021
Q4 | $1.4M | Sell |
16,122
-201
| -1% | -$17.5K | 0.26% | 97 |
|
|
2021
Q3 | $1.34M | Sell |
16,323
-751
| -4% | -$61.8K | 0.26% | 97 |
|
|
2021
Q2 | $1.4M | Sell |
17,074
-46
| -0.3% | -$3.76K | 0.27% | 96 |
|
|
2021
Q1 | $1.17M | Hold |
17,120
| – | – | 0.24% | 103 |
|
|
2020
Q4 | $1.16M | Sell |
17,120
-1,114
| -6% | -$75.2K | 0.26% | 97 |
|
|
2020
Q3 | $1.14M | Sell |
18,234
-354
| -2% | -$22.1K | 0.29% | 91 |
|
|
2020
Q2 | $1.06M | Buy |
+18,588
| New | +$1.06M | 0.29% | 92 |
|