Mount Capital’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 |
-24,180
| Closed | -$1.94M | – | 18 |
|
|
2023
Q3 | $1.94M | Sell |
24,180
-57,420
| -70% | -$4.61M | 0.83% | 16 |
|
|
2023
Q2 | $7.26M | Sell |
81,600
-19,000
| -19% | -$1.69M | 2.82% | 11 |
|
|
2023
Q1 | $8.49M | Hold |
100,600
| – | – | 3.35% | 8 |
|
|
2022
Q4 | $7.88M | Buy |
+100,600
| New | +$7.88M | 3.05% | 7 |
|