Farr Miller & Washington’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $13.1M | Sell |
158,938
-852
| -0.5% | -$70.1K | 0.85% | 31 |
|
|
2021
Q2 | $13.1M | Buy |
159,790
+630
| +0.4% | +$51.5K | 0.85% | 31 |
|
|
2021
Q1 | $10.9M | Sell |
159,160
-1,142
| -0.7% | -$78.2K | 0.77% | 31 |
|
|
2020
Q4 | $10.8M | Buy |
160,302
+1,617
| +1% | +$109K | 0.83% | 31 |
|
|
2020
Q3 | $9.91M | Sell |
158,685
-32,206
| -17% | -$2.01M | 0.86% | 31 |
|
|
2020
Q2 | $10.9M | Buy |
+190,891
| New | +$10.9M | 0.89% | 31 |
|