HighTower Trust’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.22M | Hold |
26,993
| – | – | 0.22% | 66 |
|
|
2022
Q4 | $2.09M | Buy |
26,993
+169
| +0.6% | +$13.1K | 0.2% | 70 |
|
|
2022
Q3 | $1.71M | Buy |
26,824
+1,275
| +5% | +$81.3K | 0.19% | 75 |
|
|
2022
Q2 | $1.76K | Buy |
25,549
+207
| +0.8% | +$14 | 0.18% | 73 |
|
|
2022
Q1 | $1.95M | Buy |
25,342
+158
| +0.6% | +$12.2K | 0.19% | 77 |
|
|
2021
Q4 | $2.19M | Buy |
25,184
+64
| +0.3% | +$5.57K | 0.21% | 67 |
|
|
2021
Q3 | $2.07M | Buy |
25,120
+75
| +0.3% | +$6.17K | 0.25% | 64 |
|
|
2021
Q2 | $2.05M | Sell |
25,045
-142
| -0.6% | -$11.6K | 0.25% | 65 |
|
|
2021
Q1 | $1.72M | Buy |
25,187
+314
| +1% | +$21.5K | 0.23% | 65 |
|
|
2020
Q4 | $1.68M | Buy |
24,873
+79
| +0.3% | +$5.34K | 0.24% | 62 |
|
|
2020
Q3 | $1.55M | Buy |
24,794
+165
| +0.7% | +$10.3K | 0.24% | 62 |
|
|
2020
Q2 | $1.4M | Buy |
+24,629
| New | +$1.4M | 0.21% | 63 |
|