Private Capital Group’s Otis Worldwide OTIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $134K | Sell |
1,899
-4,266
| -69% | -$301K | 0.1% | 203 |
|
|
2022
Q1 | $474K | Buy |
6,165
+1,441
| +31% | +$111K | 0.11% | 120 |
|
|
2021
Q4 | $411K | Sell |
4,724
-90
| -2% | -$7.83K | 0.09% | 146 |
|
|
2021
Q3 | $396K | Buy |
4,814
+90
| +2% | +$7.4K | 0.09% | 141 |
|
|
2021
Q2 | $386K | Sell |
4,724
-81
| -2% | -$6.62K | 0.09% | 146 |
|
|
2021
Q1 | $329K | Buy |
4,805
+52
| +1% | +$3.56K | 0.08% | 152 |
|
|
2020
Q4 | $321K | Buy |
4,753
+13
| +0.3% | +$878 | 0.06% | 220 |
|
|
2020
Q3 | $296K | Sell |
4,740
-232
| -5% | -$14.5K | 0.06% | 217 |
|
|
2020
Q2 | $283K | Buy |
+4,972
| New | +$283K | 0.06% | 217 |
|