IRF
IBM Retirement Fund’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,790
| Closed | -$522K | – | 341 |
|
|
2022
Q1 | $522K | Sell |
6,790
-363
| -5% | -$27.9K | 0.07% | 247 |
|
|
2021
Q4 | $623K | Sell |
7,153
-4,968
| -41% | -$433K | 0.08% | 238 |
|
|
2021
Q3 | $997K | Hold |
12,121
| – | – | 0.08% | 230 |
|
|
2021
Q2 | $991K | Sell |
12,121
-1,789
| -13% | -$146K | 0.08% | 232 |
|
|
2021
Q1 | $952K | Sell |
13,910
-1,235
| -8% | -$84.5K | 0.07% | 264 |
|
|
2020
Q4 | $1.02M | Buy |
15,145
+1,131
| +8% | +$76.4K | 0.07% | 254 |
|
|
2020
Q3 | $875K | Buy |
14,014
+3,724
| +36% | +$233K | 0.08% | 225 |
|
|
2020
Q2 | $585K | Buy |
+10,290
| New | +$585K | 0.08% | 233 |
|