Harvest Fund 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 |
-393
| Closed | -$39K | – | 716 |
|
|
2024
Q1 | $39K | Hold |
393
| – | – | ﹤0.01% | 528 |
|
|
2023
Q4 | $35K | Hold |
393
| – | – | 0.01% | 459 |
|
|
2023
Q3 | $32K | Hold |
393
| – | – | 0.01% | 451 |
|
|
2023
Q2 | $35K | Hold |
393
| – | – | 0.01% | 461 |
|
|
2023
Q1 | $33K | Hold |
393
| – | – | 0.01% | 533 |
|
|
2022
Q4 | $31K | Hold |
393
| – | – | 0.01% | 552 |
|
|
2022
Q3 | $25K | Hold |
393
| – | – | 0.01% | 523 |
|
|
2022
Q2 | $28K | Hold |
393
| – | – | 0.01% | 502 |
|
|
2022
Q1 | $30K | Hold |
393
| – | – | 0.01% | 531 |
|
|
2021
Q4 | $33K | Hold |
393
| – | – | 0.01% | 546 |
|
|
2021
Q3 | $32K | Buy |
+393
| New | +$32K | 0.01% | 513 |
|