Jacobi Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,466
| Closed | -$121K | – | 1034 |
|
|
2021
Q3 | $121K | Hold |
1,466
| – | – | 0.02% | 487 |
|
|
2021
Q2 | $120K | Hold |
1,466
| – | – | 0.02% | 457 |
|
|
2021
Q1 | $100K | Sell |
1,466
-100
| -6% | -$6.82K | 0.01% | 453 |
|
|
2020
Q4 | $106K | Sell |
1,566
-75
| -5% | -$5.08K | 0.02% | 405 |
|
|
2020
Q3 | $102K | Sell |
1,641
-39
| -2% | -$2.42K | 0.02% | 381 |
|
|
2020
Q2 | $96K | Buy |
+1,680
| New | +$96K | 0.02% | 371 |
|