Fort LP’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $269K | Sell |
2,589
-121
| -4% | -$12.6K | 0.68% | 64 |
|
|
2024
Q2 | $261K | Buy |
2,710
+44
| +2% | +$4.24K | 0.67% | 74 |
|
|
2024
Q1 | $265K | Sell |
2,666
-254
| -9% | -$25.2K | 0.66% | 66 |
|
|
2023
Q4 | $261K | Sell |
2,920
-220
| -7% | -$19.7K | 0.65% | 80 |
|
|
2023
Q3 | $252K | Sell |
3,140
-171
| -5% | -$13.7K | 0.7% | 71 |
|
|
2023
Q2 | $295K | Sell |
3,311
-476
| -13% | -$42.4K | 0.78% | 42 |
|
|
2023
Q1 | $320K | Sell |
3,787
-1,644
| -30% | -$139K | 0.83% | 29 |
|
|
2022
Q4 | $425K | Sell |
5,431
-1,486
| -21% | -$116K | 0.64% | 55 |
|
|
2022
Q3 | $441K | Sell |
6,917
-4,160
| -38% | -$265K | 0.55% | 84 |
|
|
2022
Q2 | $783K | Sell |
11,077
-6,270
| -36% | -$443K | 0.53% | 70 |
|
|
2022
Q1 | $1.34M | Buy |
17,347
+1,655
| +11% | +$127K | 0.5% | 83 |
|
|
2021
Q4 | $1.37M | Buy |
15,692
+5,602
| +56% | +$488K | 0.44% | 113 |
|
|
2021
Q3 | $830K | Buy |
10,090
+3,142
| +45% | +$258K | 0.28% | 172 |
|
|
2021
Q2 | $568K | Buy |
+6,948
| New | +$568K | 0.16% | 220 |
|