MQS Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-6,809
| Closed | -$655K | – | 593 |
|
2024
Q2 | $655K | Buy |
+6,809
| New | +$655K | 0.4% | 55 |
|
2023
Q4 | – | Sell |
-11,627
| Closed | -$934K | – | 624 |
|
2023
Q3 | $934K | Buy |
11,627
+2,252
| +24% | +$181K | 0.57% | 14 |
|
2023
Q2 | $834K | Buy |
+9,375
| New | +$834K | 0.57% | 20 |
|
2022
Q4 | – | Sell |
-9,356
| Closed | -$597K | – | 533 |
|
2022
Q3 | $597K | Buy |
+9,356
| New | +$597K | 0.39% | 67 |
|