Gamble Jones Investment Counsel’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,153
| Closed | -$137K | – | 213 |
|
|
2022
Q3 | $137K | Buy |
+2,153
| New | +$137K | 0.01% | 204 |
|
|
2022
Q1 | – | Sell |
-2,517
| Closed | -$219K | – | 214 |
|
|
2021
Q4 | $219K | Sell |
2,517
-580
| -19% | -$50.5K | 0.01% | 203 |
|
|
2021
Q3 | $255K | Sell |
3,097
-140
| -4% | -$11.5K | 0.02% | 194 |
|
|
2021
Q2 | $265K | Sell |
3,237
-3,250
| -50% | -$266K | 0.02% | 197 |
|
|
2021
Q1 | $444K | Sell |
6,487
-232
| -3% | -$15.9K | 0.03% | 164 |
|
|
2020
Q4 | $454K | Sell |
6,719
-25
| -0.4% | -$1.69K | 0.03% | 158 |
|
|
2020
Q3 | $421K | Sell |
6,744
-373
| -5% | -$23.3K | 0.03% | 154 |
|
|
2020
Q2 | $405K | Buy |
+7,117
| New | +$405K | 0.03% | 158 |
|