Mackay Shields LLC’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-60,954
| Closed | -$4.69M | – | 576 |
|
|
2022
Q1 | $4.69M | Sell |
60,954
-2,374
| -4% | -$183K | 0.04% | 369 |
|
|
2021
Q4 | $5.51M | Sell |
63,328
-1,745
| -3% | -$152K | 0.05% | 346 |
|
|
2021
Q3 | $5.35M | Buy |
65,073
+1,655
| +3% | +$136K | 0.05% | 325 |
|
|
2021
Q2 | $5.19M | Sell |
63,418
-52,496
| -45% | -$4.29M | 0.05% | 331 |
|
|
2021
Q1 | $7.93M | Buy |
115,914
+3,126
| +3% | +$214K | 0.06% | 344 |
|
|
2020
Q4 | $7.62M | Sell |
112,788
-89,767
| -44% | -$6.06M | 0.05% | 373 |
|
|
2020
Q3 | $12.6M | Buy |
202,555
+68,513
| +51% | +$4.28M | 0.09% | 249 |
|
|
2020
Q2 | $7.62M | Buy |
+134,042
| New | +$7.62M | 0.06% | 339 |
|