MRJ Capital’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 | $1.34M | Sell |
15,395
-1,080
| -7% | -$94K | 0.77% | 41 |
|
2021
Q3 | $1.36M | Sell |
16,475
-1,125
| -6% | -$92.5K | 0.79% | 41 |
|
2021
Q2 | $1.44M | Sell |
17,600
-700
| -4% | -$57.2K | 0.84% | 40 |
|
2021
Q1 | $1.25M | Buy |
18,300
+300
| +2% | +$20.5K | 0.78% | 42 |
|
2020
Q4 | $1.22M | Hold |
18,000
| – | – | 0.82% | 41 |
|
2020
Q3 | $1.12M | Hold |
18,000
| – | – | 0.87% | 39 |
|
2020
Q2 | $1.02M | Buy |
+18,000
| New | +$1.02M | 0.87% | 41 |
|