Firestone 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-525
| Closed | -$43K | – | 333 |
|
|
2021
Q3 | $43K | Hold |
525
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $43K | Hold |
525
| – | – | 0.02% | 236 |
|
|
2021
Q1 | $36K | Hold |
525
| – | – | 0.01% | 252 |
|
|
2020
Q4 | $35K | Hold |
525
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $33K | Sell |
525
-200
| -28% | -$12.6K | 0.01% | 221 |
|
|
2020
Q2 | $41K | Buy |
+725
| New | +$41K | 0.02% | 202 |
|