Martin Investment Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-63,511
| Closed | -$5.23M | – | 53 |
|
|
2021
Q3 | $5.23M | Buy |
63,511
+446
| +0.7% | +$36.7K | 1.32% | 32 |
|
|
2021
Q2 | $5.16M | Buy |
63,065
+14,026
| +29% | +$1.15M | 1.33% | 30 |
|
|
2021
Q1 | $3.36M | Buy |
49,039
+4,522
| +10% | +$310K | 0.95% | 33 |
|
|
2020
Q4 | $3.01M | Buy |
44,517
+187
| +0.4% | +$12.6K | 0.96% | 33 |
|
|
2020
Q3 | $2.77M | Buy |
44,330
+4,845
| +12% | +$302K | 1% | 31 |
|
|
2020
Q2 | $2.25M | Buy |
+39,485
| New | +$2.25M | 0.94% | 33 |
|