Longbow Finance’s Otis Worldwide OTIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-82,034
Closed -$7.34M 93
2023
Q4
$7.34M Buy
82,034
+3,656
+5% +$327K 0.75% 49
2023
Q3
$6.29M Sell
78,378
-220
-0.3% -$17.7K 0.76% 48
2023
Q2
$7M Sell
78,598
-41
-0.1% -$3.65K 0.81% 47
2023
Q1
$6.64M Buy
78,639
+766
+1% +$64.7K 0.84% 49
2022
Q4
$6.1M Buy
+77,873
New +$6.1M 0.82% 50