Global Endowment Management’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-5,205
Closed -$517K 135
2024
Q1
$517K Sell
5,205
-265
-5% -$26.3K 0.05% 105
2023
Q4
$489K Buy
+5,470
New +$489K 0.05% 108