Jay A. Fishman Ltd’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 | – | Sell |
-3,195
| Closed | -$226K | – | 92 |
|
|
2022
Q2 | $226K | Sell |
3,195
-50
| -2% | -$3.53K | 0.03% | 87 |
|
|
2022
Q1 | $250K | Hold |
3,245
| – | – | 0.03% | 87 |
|
|
2021
Q4 | $283K | Buy |
3,245
+312
| +11% | +$27.2K | 0.03% | 88 |
|
|
2021
Q3 | $241K | Sell |
2,933
-1,850
| -39% | -$152K | 0.03% | 90 |
|
|
2021
Q2 | $391K | Sell |
4,783
-4,282
| -47% | -$350K | 0.05% | 77 |
|
|
2021
Q1 | $620K | Sell |
9,065
-1,425
| -14% | -$97.5K | 0.08% | 64 |
|
|
2020
Q4 | $709K | Sell |
10,490
-3,025
| -22% | -$204K | 0.1% | 58 |
|
|
2020
Q3 | $844K | Sell |
13,515
-375
| -3% | -$23.4K | 0.13% | 51 |
|
|
2020
Q2 | $790K | Buy |
+13,890
| New | +$790K | 0.14% | 52 |
|