Mission Creek Capital Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-2,310
| Closed | -$201K | – | 239 |
|
2021
Q4 | $201K | Sell |
2,310
-147
| -6% | -$12.8K | 0.04% | 237 |
|
2021
Q3 | $202K | Sell |
2,457
-12
| -0.5% | -$987 | 0.04% | 241 |
|
2021
Q2 | $202K | Buy |
+2,469
| New | +$202K | 0.03% | 229 |
|
2020
Q3 | – | Sell |
-3,917
| Closed | -$223K | – | 203 |
|
2020
Q2 | $223K | Buy |
+3,917
| New | +$223K | 0.12% | 158 |
|