Palladium Partners’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $759K | Sell |
9,869
-1,701
| -15% | -$131K | 0.03% | 211 |
|
2021
Q4 | $1.01M | Sell |
11,570
-217
| -2% | -$18.9K | 0.04% | 194 |
|
2021
Q3 | $970K | Sell |
11,787
-929
| -7% | -$76.5K | 0.04% | 185 |
|
2021
Q2 | $1.04M | Sell |
12,716
-444
| -3% | -$36.3K | 0.05% | 183 |
|
2021
Q1 | $901K | Sell |
13,160
-2,384
| -15% | -$163K | 0.04% | 188 |
|
2020
Q4 | $1.05M | Sell |
15,544
-2,873
| -16% | -$194K | 0.06% | 160 |
|
2020
Q3 | $1.15M | Sell |
18,417
-515
| -3% | -$32.1K | 0.07% | 148 |
|
2020
Q2 | $1.08M | Buy |
+18,932
| New | +$1.08M | 0.07% | 146 |
|