Inverness Counsel’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $857K | Buy |
13,432
+1,131
| +9% | +$72.2K | 0.05% | 93 |
|
|
2022
Q2 | $869K | Sell |
12,301
-274
| -2% | -$19.4K | 0.05% | 85 |
|
|
2022
Q1 | $968K | Buy |
+12,575
| New | +$968K | 0.04% | 89 |
|
|
2020
Q3 | – | Sell |
-4,883
| Closed | -$278K | – | 141 |
|
|
2020
Q2 | $278K | Buy |
+4,883
| New | +$278K | 0.01% | 112 |
|