Prelude Capital Management’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,182
| Closed | -$227K | – | 1331 |
|
|
2024
Q3 | $227K | Buy |
+2,182
| New | +$227K | 0.01% | 908 |
|
|
2024
Q1 | – | Sell |
-5,986
| Closed | -$536K | – | 1359 |
|
|
2023
Q4 | $536K | Sell |
5,986
-337
| -5% | -$30.2K | 0.04% | 410 |
|
|
2023
Q3 | $508K | Buy |
6,323
+2,744
| +77% | +$220K | 0.03% | 383 |
|
|
2023
Q2 | $319K | Sell |
3,579
-853
| -19% | -$75.9K | 0.02% | 527 |
|
|
2023
Q1 | $374K | Buy |
+4,432
| New | +$374K | 0.02% | 498 |
|
|
2022
Q4 | – | Sell |
-17,448
| Closed | -$1.11M | – | 1397 |
|
|
2022
Q3 | $1.11M | Buy |
17,448
+14,584
| +509% | +$930K | 0.04% | 385 |
|
|
2022
Q2 | $202K | Buy |
+2,864
| New | +$202K | 0.01% | 1087 |
|
|
2021
Q4 | – | Sell |
-8,233
| Closed | -$677K | – | 1824 |
|
|
2021
Q3 | $677K | Buy |
+8,233
| New | +$677K | 0.02% | 546 |
|
|
2021
Q2 | – | Sell |
-18,530
| Closed | -$1.27M | – | 1551 |
|
|
2021
Q1 | $1.27M | Buy |
+18,530
| New | +$1.27M | 0.03% | 306 |
|
|
2020
Q3 | – | Sell |
-580
| Closed | -$33K | – | 1711 |
|
|
2020
Q2 | $33K | Buy |
+580
| New | +$33K | ﹤0.01% | 872 |
|