Financial Counselors Inc’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,131
| Closed | -$212K | – | 577 |
|
|
2024
Q1 | $212K | Buy |
+2,131
| New | +$212K | ﹤0.01% | 550 |
|
|
2021
Q4 | – | Sell |
-4,039
| Closed | -$332K | – | 536 |
|
|
2021
Q3 | $332K | Buy |
4,039
+981
| +32% | +$80.6K | 0.01% | 429 |
|
|
2021
Q2 | $250K | Sell |
3,058
-292
| -9% | -$23.9K | 0.01% | 484 |
|
|
2021
Q1 | $229K | Sell |
3,350
-543
| -14% | -$37.1K | 0.01% | 494 |
|
|
2020
Q4 | $263K | Sell |
3,893
-1,816
| -32% | -$123K | 0.01% | 457 |
|
|
2020
Q3 | $356K | Sell |
5,709
-526
| -8% | -$32.8K | 0.01% | 379 |
|
|
2020
Q2 | $355K | Buy |
+6,235
| New | +$355K | 0.01% | 393 |
|