Pathstone Family Office’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.39M | Buy |
29,460
+19,826
| +206% | +$1.61M | 0.02% | 434 |
|
|
2023
Q2 | $880K | Buy |
9,634
+803
| +9% | +$73.4K | 0.01% | 525 |
|
|
2023
Q1 | $784K | Sell |
8,831
-20,741
| -70% | -$1.84M | 0.01% | 518 |
|
|
2022
Q4 | $3.17M | Buy |
29,572
+10,970
| +59% | +$1.18M | 0.03% | 368 |
|
|
2022
Q3 | $1.23M | Buy |
18,602
+10,860
| +140% | +$718K | 0.01% | 640 |
|
|
2022
Q2 | $547K | Buy |
7,742
+3,895
| +101% | +$275K | 0.01% | 539 |
|
|
2022
Q1 | $323K | Sell |
3,847
-2,368
| -38% | -$199K | 0.01% | 718 |
|
|
2021
Q4 | $540K | Buy |
6,215
+1,279
| +26% | +$111K | 0.01% | 531 |
|
|
2021
Q3 | $406K | Buy |
+4,936
| New | +$406K | 0.01% | 584 |
|
|
2021
Q1 | – | Sell |
-789
| Closed | -$53K | – | 1126 |
|
|
2020
Q4 | $53K | Buy |
789
+143
| +22% | +$9.61K | ﹤0.01% | 502 |
|
|
2020
Q3 | $40K | Hold |
646
| – | – | ﹤0.01% | 393 |
|
|
2020
Q2 | $36K | Buy |
+646
| New | +$36K | ﹤0.01% | 355 |
|