Perennial Advisors’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-180
| Closed | -$15K | – | 217 |
|
|
2021
Q2 | $15K | Hold |
180
| – | – | ﹤0.01% | 226 |
|
|
2021
Q1 | $12K | Buy |
180
+93
| +107% | +$6.2K | ﹤0.01% | 231 |
|
|
2020
Q4 | $6K | Buy |
+87
| New | +$6K | ﹤0.01% | 219 |
|
|
2020
Q3 | – | Sell |
-87
| Closed | -$5K | – | 164 |
|
|
2020
Q2 | $5K | Buy |
+87
| New | +$5K | ﹤0.01% | 204 |
|