K.J. Harrison & Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-13,000
| Closed | -$1.25M | – | 229 |
|
|
2024
Q2 | $1.25M | Sell |
13,000
-2,000
| -13% | -$193K | 0.21% | 113 |
|
|
2024
Q1 | $1.49M | Hold |
15,000
| – | – | 0.23% | 105 |
|
|
2023
Q4 | $1.34M | Buy |
15,000
+5,000
| +50% | +$447K | 0.23% | 109 |
|
|
2023
Q3 | $803K | Buy |
+10,000
| New | +$803K | 0.18% | 99 |
|
|
2021
Q1 | – | Sell |
-10,000
| Closed | -$675K | – | 371 |
|
|
2020
Q4 | $675K | Sell |
10,000
-9,000
| -47% | -$608K | 0.11% | 184 |
|
|
2020
Q3 | $1.19M | Buy |
+19,000
| New | +$1.19M | 0.25% | 120 |
|