Inscription Capital’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $549K | Buy |
+5,548
| New | +$549K | 0.08% | 189 |
|
2022
Q3 | – | Sell |
-14,346
| Closed | -$1.01M | – | 237 |
|
2022
Q2 | $1.01M | Buy |
+14,346
| New | +$1.01M | 0.18% | 93 |
|
2021
Q3 | – | Sell |
-11,567
| Closed | -$946K | – | 350 |
|
2021
Q2 | $946K | Buy |
+11,567
| New | +$946K | 0.11% | 138 |
|