Gratus Capital’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 | $251K | Buy |
2,607
+161
| +7% | +$15.5K | 0.01% | 319 |
|
|
2024
Q1 | $243K | Hold |
2,446
| – | – | 0.01% | 285 |
|
|
2023
Q4 | $219K | Sell |
2,446
-72
| -3% | -$6.44K | 0.01% | 243 |
|
|
2023
Q3 | $202K | Hold |
2,518
| – | – | 0.01% | 232 |
|
|
2023
Q2 | $224K | Sell |
2,518
-36
| -1% | -$3.2K | 0.02% | 212 |
|
|
2023
Q1 | $216K | Buy |
+2,554
| New | +$216K | 0.02% | 201 |
|