M Holdings Securities’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 |
-28,548
| Closed | -$2.55M | – | 171 |
|
|
2023
Q4 | $2.55M | Buy |
+28,548
| New | +$2.55M | 0.29% | 65 |
|
|
2023
Q3 | – | Sell |
-13,950
| Closed | -$1.24M | – | 254 |
|
|
2023
Q2 | $1.24M | Sell |
13,950
-15,175
| -52% | -$1.35M | 0.26% | 39 |
|
|
2023
Q1 | $2.46M | Sell |
29,125
-601
| -2% | -$50.7K | 0.25% | 54 |
|
|
2022
Q4 | $2.33M | Buy |
29,726
+35
| +0.1% | +$2.74K | 0.25% | 85 |
|
|
2022
Q3 | $1.89M | Buy |
29,691
+7,680
| +35% | +$490K | 0.21% | 90 |
|
|
2022
Q2 | $1.56M | Buy |
22,011
+3,766
| +21% | +$266K | 0.16% | 111 |
|
|
2022
Q1 | $1.4M | Buy |
+18,245
| New | +$1.4M | 0.11% | 152 |
|
|
2021
Q2 | $1.8M | Buy |
21,986
+1,453
| +7% | +$119K | 0.18% | 110 |
|
|
2021
Q1 | $1.41M | Buy |
20,533
+2,210
| +12% | +$151K | 0.13% | 151 |
|
|
2020
Q4 | $1.24M | Sell |
18,323
-16
| -0.1% | -$1.08K | 0.16% | 116 |
|
|
2020
Q3 | $1.15M | Sell |
18,339
-3,027
| -14% | -$189K | 0.18% | 105 |
|
|
2020
Q2 | $1.22M | Buy |
+21,366
| New | +$1.22M | 0.22% | 95 |
|