Quilter Plc’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 |
-807
| Closed | -$805K | – | 203 |
|
|
2023
Q3 | $805K | Hold |
807
| – | – | ﹤0.01% | 177 |
|
|
2023
Q2 | $801K | Sell |
807
-125
| -13% | -$124K | ﹤0.01% | 187 |
|
|
2023
Q1 | $925K | Buy |
+932
| New | +$925K | ﹤0.01% | 166 |
|
|
2021
Q1 | – | Sell |
-4,734
| Closed | -$320K | – | 370 |
|
|
2020
Q4 | $320K | Hold |
4,734
| – | – | 0.01% | 206 |
|
|
2020
Q3 | $296K | Sell |
4,734
-223
| -4% | -$13.9K | 0.01% | 194 |
|
|
2020
Q2 | $282K | Buy |
+4,957
| New | +$282K | 0.01% | 191 |
|