Northwest Investment Counselors’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 | $28.3K | Buy |
+272
| New | +$28.3K | 0.01% | 304 |
|
|
2024
Q2 | – | Sell |
-405
| Closed | -$40.2K | – | 397 |
|
|
2024
Q1 | $40.2K | Buy |
+405
| New | +$40.2K | 0.01% | 250 |
|
|
2023
Q4 | – | Sell |
-405
| Closed | -$32.5K | – | 418 |
|
|
2023
Q3 | $32.5K | Hold |
405
| – | – | 0.01% | 264 |
|
|
2023
Q2 | $36.1K | Hold |
405
| – | – | 0.01% | 269 |
|
|
2023
Q1 | $34.2K | Buy |
405
+5
| +1% | +$422 | 0.01% | 275 |
|
|
2022
Q4 | $31.3K | Buy |
+400
| New | +$31.3K | 0.01% | 289 |
|
|
2021
Q2 | – | Sell |
-124
| Closed | -$8K | – | 346 |
|
|
2021
Q1 | $8K | Buy |
+124
| New | +$8K | ﹤0.01% | 387 |
|
|
2020
Q4 | – | Sell |
-137
| Closed | -$9K | – | 345 |
|
|
2020
Q3 | $9K | Buy |
+137
| New | +$9K | ﹤0.01% | 339 |
|