Hutchinson Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,533
| Closed | -$373K | – | 75 |
|
|
2021
Q3 | $373K | Hold |
4,533
| – | – | 0.09% | 56 |
|
|
2021
Q2 | $371K | Sell |
4,533
-14
| -0.3% | -$1.15K | 0.09% | 55 |
|
|
2021
Q1 | $311K | Hold |
4,547
| – | – | 0.08% | 59 |
|
|
2020
Q4 | $307K | Sell |
4,547
-93
| -2% | -$6.28K | 0.08% | 59 |
|
|
2020
Q3 | $290K | Sell |
4,640
-4
| -0.1% | -$250 | 0.09% | 55 |
|
|
2020
Q2 | $264K | Buy |
+4,644
| New | +$264K | 0.08% | 55 |
|