InterOcean Capital Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $271K | Sell |
2,725
-16
| -0.6% | -$1.59K | 0.01% | 407 |
|
|
2023
Q4 | $245K | Buy |
2,741
+16
| +0.6% | +$1.43K | 0.01% | 406 |
|
|
2023
Q3 | $219K | Hold |
2,725
| – | – | 0.01% | 397 |
|
|
2023
Q2 | $243K | Hold |
2,725
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $230K | Sell |
2,725
-22
| -0.8% | -$1.86K | 0.01% | 367 |
|
|
2022
Q4 | $215K | Buy |
+2,747
| New | +$215K | 0.01% | 372 |
|