IGAM
iA Global Asset Management’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,013
| Closed | -$417K | – | 491 |
|
|
2024
Q3 | $417K | Sell |
4,013
-6,820
| -63% | -$709K | 0.01% | 394 |
|
|
2024
Q2 | $1.04M | Sell |
10,833
-2,869
| -21% | -$276K | 0.02% | 296 |
|
|
2024
Q1 | $1.36M | Buy |
13,702
+3,438
| +33% | +$341K | 0.03% | 279 |
|
|
2023
Q4 | $918K | Sell |
10,264
-4,752
| -32% | -$425K | 0.02% | 306 |
|
|
2023
Q3 | $1.21M | Buy |
15,016
+3,689
| +33% | +$296K | 0.03% | 268 |
|
|
2023
Q2 | $1.01M | Buy |
+11,327
| New | +$1.01M | 0.03% | 276 |
|