New England Asset Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-226
| Closed | -$14K | – | 171 |
|
|
2022
Q3 | $14K | Buy |
+226
| New | +$14K | ﹤0.01% | 178 |
|
|
2021
Q2 | – | Sell |
-133
| Closed | -$9K | – | 160 |
|
|
2021
Q1 | $9K | Hold |
133
| – | – | ﹤0.01% | 162 |
|
|
2020
Q4 | $9K | Hold |
133
| – | – | ﹤0.01% | 149 |
|
|
2020
Q3 | $8K | Hold |
133
| – | – | ﹤0.01% | 151 |
|
|
2020
Q2 | $8K | Buy |
+133
| New | +$8K | ﹤0.01% | 148 |
|