Gemmer Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-311
| Closed | -$23K | – | 824 |
|
|
2022
Q1 | $23K | Sell |
311
-7
| -2% | -$518 | ﹤0.01% | 456 |
|
|
2021
Q4 | $28K | Hold |
318
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $26K | Hold |
318
| – | – | ﹤0.01% | 407 |
|
|
2021
Q2 | $26K | Buy |
318
+7
| +2% | +$572 | ﹤0.01% | 461 |
|
|
2021
Q1 | $21K | Hold |
311
| – | – | ﹤0.01% | 500 |
|
|
2020
Q4 | $21K | Hold |
311
| – | – | ﹤0.01% | 437 |
|
|
2020
Q3 | $19K | Hold |
311
| – | – | ﹤0.01% | 413 |
|
|
2020
Q2 | $18K | Buy |
+311
| New | +$18K | ﹤0.01% | 415 |
|