Main Street Research’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 |
-4,990
| Closed | -$384K | – | 111 |
|
|
2022
Q1 | $384K | Sell |
4,990
-364,853
| -99% | -$28.1M | 0.04% | 82 |
|
|
2021
Q4 | $32.2M | Buy |
369,843
+17,798
| +5% | +$1.55M | 2.49% | 17 |
|
|
2021
Q3 | $29M | Buy |
352,045
+5,972
| +2% | +$491K | 2.53% | 16 |
|
|
2021
Q2 | $28.3M | Buy |
346,073
+14,984
| +5% | +$1.23M | 2.27% | 15 |
|
|
2021
Q1 | $22.7M | Buy |
331,089
+24,122
| +8% | +$1.65M | 2.13% | 19 |
|
|
2020
Q4 | $20.7M | Buy |
306,967
+16,919
| +6% | +$1.14M | 2.23% | 15 |
|
|
2020
Q3 | $18.1M | Buy |
290,048
+11,288
| +4% | +$705K | 2.31% | 15 |
|
|
2020
Q2 | $15.9M | Buy |
+278,760
| New | +$15.9M | 2.49% | 16 |
|