Industrial Alliance Investment Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15,517
| Closed | -$1.31M | – | 407 |
|
|
2023
Q1 | $1.31M | Buy |
15,517
+11,618
| +298% | +$981K | 0.04% | 273 |
|
|
2022
Q4 | $305K | Hold |
3,899
| – | – | 0.01% | 322 |
|
|
2022
Q3 | $249K | Hold |
3,899
| – | – | 0.01% | 325 |
|
|
2022
Q2 | $276K | Sell |
3,899
-271
| -6% | -$19.2K | 0.01% | 327 |
|
|
2022
Q1 | $321K | Sell |
4,170
-1,546
| -27% | -$119K | 0.01% | 334 |
|
|
2021
Q4 | $498K | Buy |
+5,716
| New | +$498K | 0.01% | 305 |
|