M&R Capital Management’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 | $73.2K | Hold |
704
| – | – | 0.02% | 212 |
|
|
2024
Q2 | $67.8K | Sell |
704
-19
| -3% | -$1.83K | 0.02% | 204 |
|
|
2024
Q1 | $71.8K | Sell |
723
-50
| -6% | -$4.96K | 0.02% | 202 |
|
|
2023
Q4 | $69.2K | Buy |
773
+64
| +9% | +$5.73K | 0.02% | 226 |
|
|
2023
Q3 | $56.9K | Sell |
709
-50
| -7% | -$4.02K | 0.02% | 227 |
|
|
2023
Q2 | $67.6K | Hold |
759
| – | – | 0.02% | 219 |
|
|
2023
Q1 | $64.1K | Hold |
759
| – | – | 0.02% | 214 |
|
|
2022
Q4 | $59.4K | Hold |
759
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $48K | Hold |
759
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $53K | Sell |
759
-180
| -19% | -$12.6K | 0.01% | 221 |
|
|
2022
Q1 | $72K | Hold |
939
| – | – | 0.02% | 207 |
|
|
2021
Q4 | $81K | Hold |
939
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $77K | Sell |
939
-5
| -0.5% | -$410 | 0.02% | 210 |
|
|
2021
Q2 | $77K | Hold |
944
| – | – | 0.02% | 214 |
|
|
2021
Q1 | $64K | Sell |
944
-712
| -43% | -$48.3K | 0.02% | 209 |
|
|
2020
Q4 | $111K | Hold |
1,656
| – | – | 0.03% | 193 |
|
|
2020
Q3 | $103K | Sell |
1,656
-62
| -4% | -$3.86K | 0.03% | 191 |
|
|
2020
Q2 | $97K | Buy |
+1,718
| New | +$97K | 0.03% | 190 |
|