MGO One Seven’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $285K | Buy |
+2,878
| New | +$285K | 0.01% | 949 |
|
2021
Q2 | – | Sell |
-8,904
| Closed | -$609K | – | 608 |
|
2021
Q1 | $609K | Sell |
8,904
-1,802
| -17% | -$123K | 0.1% | 252 |
|
2020
Q4 | $723K | Sell |
10,706
-2,956
| -22% | -$200K | 0.15% | 178 |
|
2020
Q3 | $853K | Sell |
13,662
-957
| -7% | -$59.8K | 0.2% | 126 |
|
2020
Q2 | $831K | Buy |
+14,619
| New | +$831K | 0.22% | 118 |
|