NPA
Nichols & Pratt Advisers’s Otis Worldwide OTIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,315
| Closed | -$207K | – | 104 |
|
|
2023
Q4 | $207K | Buy |
+2,315
| New | +$207K | 0.01% | 102 |
|
|
2021
Q4 | – | Sell |
-3,467
| Closed | -$286K | – | 104 |
|
|
2021
Q3 | $286K | Sell |
3,467
-3,425
| -50% | -$283K | 0.02% | 92 |
|
|
2021
Q2 | $564K | Sell |
6,892
-6,740
| -49% | -$552K | 0.04% | 79 |
|
|
2021
Q1 | $933K | Sell |
13,632
-2,964
| -18% | -$203K | 0.07% | 71 |
|
|
2020
Q4 | $1.12M | Sell |
16,596
-9,012
| -35% | -$609K | 0.09% | 63 |
|
|
2020
Q3 | $1.6M | Sell |
25,608
-42,559
| -62% | -$2.66M | 0.14% | 51 |
|
|
2020
Q2 | $3.88M | Buy |
+68,167
| New | +$3.88M | 0.35% | 46 |
|