Jefferies Group’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.23M | Sell |
19,300
-24,279
| -56% | -$1.55M | 0.01% | 447 |
|
|
2022
Q2 | $3.08M | Buy |
+43,579
| New | +$3.08M | 0.03% | 249 |
|
|
2022
Q1 | – | Sell |
-43,874
| Closed | -$3.82M | – | 1231 |
|
|
2021
Q4 | $3.82M | Buy |
43,874
+29,674
| +209% | +$2.58M | 0.02% | 277 |
|
|
2021
Q3 | $1.17M | Sell |
14,200
-3,050
| -18% | -$251K | 0.01% | 523 |
|
|
2021
Q2 | $1.41M | Sell |
17,250
-75,150
| -81% | -$6.15M | 0.01% | 518 |
|
|
2021
Q1 | $6.32M | Buy |
+92,400
| New | +$6.32M | 0.06% | 159 |
|
|
2020
Q4 | – | Sell |
-80,200
| Closed | -$5.01M | – | 1128 |
|
|
2020
Q3 | $5.01M | Sell |
80,200
-96,893
| -55% | -$6.05M | 0.06% | 148 |
|
|
2020
Q2 | $10.1K | Buy |
+177,093
| New | +$10.1K | 0.12% | 61 |
|