M&R Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $73.2K | Hold |
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|
2024
Q2 | $67.8K | Sell |
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|
2024
Q1 | $71.8K | Sell |
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|
2023
Q4 | $69.2K | Buy |
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|
2023
Q3 | $56.9K | Sell |
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|
2023
Q2 | $67.6K | Hold |
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|
2023
Q1 | $64.1K | Hold |
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|
2022
Q4 | $59.4K | Hold |
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|
2022
Q3 | $48K | Hold |
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|
2022
Q2 | $53K | Sell |
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|
2022
Q1 | $72K | Hold |
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|
2021
Q4 | $81K | Hold |
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|
2021
Q3 | $77K | Sell |
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|
2021
Q2 | $77K | Hold |
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|
2021
Q1 | $64K | Sell |
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|
2020
Q4 | $111K | Hold |
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|
2020
Q3 | $103K | Sell |
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|
2020
Q2 | $97K | Buy |
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