Marquette Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-103
| Closed | -$8.27K | – | 266 |
|
|
2023
Q3 | $8.27K | Buy |
103
+34
| +49% | +$2.73K | ﹤0.01% | 225 |
|
|
2023
Q2 | $6.14K | Buy |
69
+51
| +283% | +$4.54K | ﹤0.01% | 254 |
|
|
2023
Q1 | $1.52K | Hold |
18
| – | – | ﹤0.01% | 202 |
|
|
2022
Q4 | $1.41K | Buy |
+18
| New | +$1.41K | ﹤0.01% | 208 |
|
|
2021
Q2 | – | Sell |
-50
| Closed | -$3K | – | 247 |
|
|
2021
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 227 |
|