Focus Financial Network’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,483
| Closed | -$312K | – | 718 |
|
|
2023
Q4 | $312K | Buy |
+3,483
| New | +$312K | 0.01% | 561 |
|
|
2023
Q3 | – | Sell |
-2,717
| Closed | -$242K | – | 609 |
|
|
2023
Q2 | $242K | Buy |
+2,717
| New | +$242K | 0.01% | 519 |
|
|
2022
Q1 | – | Sell |
-4,003
| Closed | -$349K | – | 589 |
|
|
2021
Q4 | $349K | Buy |
4,003
+229
| +6% | +$19.9K | 0.05% | 270 |
|
|
2021
Q3 | $311K | Buy |
3,774
+923
| +32% | +$75.9K | 0.04% | 333 |
|
|
2021
Q2 | $233K | Buy |
+2,851
| New | +$233K | 0.03% | 374 |
|