Perpetual Ltd’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,057
| Closed | -$326K | – | 471 |
|
|
2023
Q3 | $326K | Hold |
4,057
| – | – | ﹤0.01% | 398 |
|
|
2023
Q2 | $361K | Sell |
4,057
-12,835
| -76% | -$1.14M | ﹤0.01% | 407 |
|
|
2023
Q1 | $1.43M | Buy |
+16,892
| New | +$1.43M | 0.01% | 277 |
|
|
2020
Q3 | $130K | Hold |
2,087
| – | – | 0.01% | 301 |
|
|
2020
Q2 | $119K | Buy |
+2,087
| New | +$119K | 0.01% | 219 |
|