J.W. Burns & Co’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,472
| Closed | -$344K | – | 169 |
|
|
2022
Q1 | $344K | Sell |
4,472
-1,295
| -22% | -$99.6K | 0.05% | 143 |
|
|
2021
Q4 | $502K | Sell |
5,767
-356
| -6% | -$31K | 0.07% | 133 |
|
|
2021
Q3 | $504K | Sell |
6,123
-1,388
| -18% | -$114K | 0.08% | 125 |
|
|
2021
Q2 | $614K | Sell |
7,511
-2,696
| -26% | -$220K | 0.1% | 118 |
|
|
2021
Q1 | $699K | Sell |
10,207
-1,056
| -9% | -$72.3K | 0.12% | 110 |
|
|
2020
Q4 | $761K | Sell |
11,263
-186
| -2% | -$12.6K | 0.14% | 101 |
|
|
2020
Q3 | $715K | Sell |
11,449
-1,940
| -14% | -$121K | 0.14% | 95 |
|
|
2020
Q2 | $761K | Buy |
+13,389
| New | +$761K | 0.17% | 93 |
|